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December 4, 2017

Edward Jones Targets Metro Growth with a Twist
No longer touted as door knockers, B-D seeks a more focused high-tech approach.
Cost Tops ETF Selection Criteria for the First Time
Expense elbows performance, methodology and tax efficiency for FAs and institutions.
Merrill Edge Reveals How Millennials Think About Financial Planning
Members of the generation are much more likely to take financial planning matters into their own hands.
How Regional Banks Are Expanding Their Wealth Management Units
Banks are looking to grow wealth management through hires and acquisitions.
New Robo Launch Claims to be First Artificial Intelligence Advisor
Pefin claims its AI can keep track of up to 5m data points to guide advice.

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