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November 23, 2016

Ex-Merrill Team Finds “Freedom” in HighTower Alliance
Advisors align with HighTower to gain access to new technologies and services.
$1.7B Wells Fargo Team Jumps to Midwest Firm Noyes
Advisors say move prompted by desire to eliminate potential conflicts of interest associated with working with a wirehouse.
Merrill's IRA Stance Likely Won't Change if DOL Rule Repealed
Insiders say wirehouse will still end commission-based IRAs even if rule is killed.
Russell Rep: FAs Are Really Worth 3.75% in Fees
Russell Investments rep says steering clients away from bad habits alone is worth at least 2%.
Video
Millennials Don't Care About Tech as Much As You Think
What Millennials really want is a trusted -- human -- wealth advisor.  Video [ 3:10 ]   Transcript  

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