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December 5, 2017

How Morgan Stanley’s New Robo Helps its FAs Reach Downmarket
Low-minimum offering seen as a way to migrate next-gen clients to full-service platform.
Merrill Lynch Sends a Message With Broker Protocol Decision
Unlike wirehouse rivals UBS and Morgan Stanley, Merrill says it has no intention of leaving.
Gen Xers' Rising Debt Jeopardizes Their Retirement
Many Gen Xers are also blasé about financial planning.
Tax Changes Could Lead to Northeastern Client Exodus
Elimination of state and local tax deductions could lead high earners to flee to Florida.
Why More Cybercrime Regulations Just Aren’t Needed
Emphasis should be on harmonization of existing rules, a move also supported by the current SEC chairman.