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November 27, 2017

Wells Fargo’s FiNet Using ‘Grassroots’ Push to Bolster Recruiting
Indie network dishes out millions for referrals, bolsters M&A resources for affiliates.
Improved Finra Fund Analyzer Lets Investors Assess Full Impact of Fees
Enhanced tool lets users calculate how a fund’s fees, expenses and discounts impact the value of a fund over time.
UBS Gives its Financial Advisors Access to NextShares
UBS is the first wirehouse to give advisors access to NextShares’ exchange traded managed funds.
Why PayPal Could be the FA's Next Big Rival
The online payment firm will connect with auto-investing firm Acorns Grow.
Raymond James Finalizes Asset Manager Deal
Purchase almost doubles assets under management and advisement for RJ subsidiary Carillon Tower Advisors.