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January 19, 2017

Morgan Stanley FA Production Surpasses Merrill Lynch
Average revenue per broker climbs above $1 million.
Trump’s Rise Highlights Lost Decade for Foreign Stocks
Advisors see alarming rise in ‘home-country’ bias for many U.S. clients.
DOL Rule Limbo Creates Two Camps of FA Firms
But industry-wide change is coming regardless of whether the rule gets repealed.
Colony Group Merges with Jones Barclay Boston
Addition of pro athlete advice practice brings assets under management to $5.5 billion.
FAIQ Education
Social Security Claiming Strategies After the November 2015 Changes
Financial Advisor IQ Education presents this webcast on the changes to the rules governing social security benefits and how retirees can claim them. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.
ThinkTank: Equities

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