Welcome to Financial Advisor IQ
Follow

November 13, 2017

Merrill Edge Offers Enhanced Research Amid Rising Robo Stakes
Rollout of DIY-oriented “stock stories” coincides with ad push backing Merrill Edge Guided Investing.
TD Ameritrade Probes Academia on how RIAs Can Bridge Talent Gap
New study digs into college directors’ biggest concerns about what works best in recruiting.
Judge Slammed for Upending JPMorgan Jury Verdict
In a separate case, firm asks judge to throw out $8 billion jury verdict in American Airlines exec’s estate suit.
UBS: Help HNW Clients Protect Their Collections
Most have never appraised their collections and many haven’t insured them.
How George Papadopoulos, CFP, Won Twitter
When one financial planner got mistaken for the target of an FBI investigation, he rolled with the punches.

Topics