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January 6, 2017

PCR Chief: UHNW Landscape Changing Dramatically
Single-family offices dissipate as the super-rich look for nimbler advice channels.
Fee-Only Advisors Could Win from DOL Rule Repeal
But Labor Secretary Tom Perez urges Trump to go through with the rule.
FAs Must Offer Tiered Service to Lure Millennials
Innovation and adapting to Millennials’ needs are key to attracting clients.
Merrill FA Strategy Boss: Sharing Spotlight Key to Leading
Merrill Lynch’s new head of advisor strategy shares tips on building trust among underlings.
When Small Business Owners Make Bad Decisions
Don’t let small business-owner clients allow emotions to get in the way of smart financial decisions.