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May 9, 2017

Advisors Warned Against “Over-Reaching” in M&A Deals
The acquisition boom rolls on as RIA prices soar.
UBS FAs Score First Access to BlackRock Platform
Rollout to begin this summer for advisors managing discretionary portfolios.
How to Take Advantage of Trump’s Tax Proposal
Advisors could recommend clients give to charity, defer income and set up a business.
Why Millennials Will Soon Flock to Financial Advice
Study finds millennials are turning out to be riskier investors.
Poll
Do You Agree With Vanguard? Is Paid Distribution a Conflict?

Following media reports Morgan Stanley has stopped letting brokers sell Vanguard mutual funds, Vanguard CEO Bill McNabb said the wirehouse’s model of charging fund providers for distribution on their platforms raises conflicts of interest. Do you agree? Explain why or why not in the comments section.

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