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November 16, 2017

Elite JPMorgan Advisor Learns from Clients How to Succeed
Palm Beach, Fla.-based Tiano finds serving families a two-way street.
FPA Slams GOP’s 401(k) Catch-Up Amendment
Trade group says eliminating older workers’ ability to make pre-tax contributions will imperil retirement savings.
HNW Investors Put FA’s Trustworthiness Above Returns
But close to half of investors aren't satisfied with their advisors' value relative to fees.
Edward Jones Ramps Up Diversity Drive
Reestablished program aims to attract minority recruits to expand the brokerage’s client base.
FAIQ Education
Investment Policy Statements at the Center of the Fiduciary Process
This FA-IQ Education webcast is a presentation on investment policy statements at the center of the fiduciary process by Fi360’s Rich Lynch, John Faustino and Duane Thompson. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

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