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November 15, 2017

Fidelity's Canter: Morgan Stanley Protocol Exit Hints at Shift
The wirehouse’s exit from the protocol is indicative of an increasingly independent-facing industry, Fidelity exec says.
Dynasty Boss Reveals Secrets to Taking on an Investor
Heightened interest in wealth firms is good for efficient practices and owners who know what they don’t know.
Two More NPH BDs Opt Against Affiliating with LPL
But LPL says it expects 70% advisor retention from the National Planning Holdings deal.
How to Cut Advice Costs and Disclose Them to Clients
As well as minimizing costs, advisors should show clients how costs affect returns.
Edelman CEO: These Are the Industry's Biggest Challenges
Lack of trust ranks highly on this industry veteran's list.  Video [ 3:51 ]   Transcript