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December 26, 2017
Our Most Read Stories of the Year
Here are the top FA-IQ stories of 2017.
Biggest Story of the Year: Trump to Halt Fiduciary Rule (Feb. 3)
In a year focused on impending regulation and the performance of a new president, it's hardly surprising that a story on Donald Trump's intentions for the fiduciary rule was the top read for 2017 ...
Wirehouse Most Read Story: Ameriprise, UBS, Morgan Stanley, Wells Fargo and Merrill Lynch Called Out as Most Expensive Advice Firms (Oct. 26)
As well as being the second-most read story of the year, not only did this story have the longest headline, it also garnered a lot of reader comments – many of them taking strong issue with the researcher's methodology ...
Most Read Retirement Story: Social Security Age Change Leaves Some Clients Short (Jan. 17)
As more and more people head into retirement, this sage analysis from FA-IQ journalist Murray Coleman was well-read …
Broker-Dealer Most Popular Story: Another Firm Follows UBS and Morgan Stanley Out of the Broker Protocol … That’s 18 Exits This Year (Nov. 29)
In the final months of 2017, all eyes were focused on the big news that Morgan Stanley had left the Broker Protocol ...
Most Popular Regulation Story: Cliff Asness Pokes a Big Hole in the Fiduciary Rule (Jan. 30)
When Cliff Asness speaks, investors tend to listen. And it seems when he speaks about financial regulation, so too do FAs ...
IBDs Loved: Brokerages May Go the Way of the Buggy Whip (July 13)
This incisive thought piece by FA-IQ associate editor Tom Coyle gave independent broker-dealers pause ...
Widest Read Compliance Story: Finra’s Disciplinary Focus is Shifting, Lawyers Warn (Sept. 26)
How the industry's self-regulator handles enforcement is always an important issue for advisors. So when lawyers warned Finra might be changing its focus, the industry listened ...
RIAs Most Popular Story: Rule of 72: Good for Client Education or Total Hogwash? (May 31)
In this contentious article on investment philosophy, financial advisors faced off over their opinions on the old Rule of 72 guideline ...
Most Popular Fees Story: Merrill Links New Comp Plan to the 'Entrepreneurial' Spirits of its Advisors (Nov. 9)
News of a new wirehouse comp plan is always a big deal for FA-IQ readers ...
Most-Read Client Retention Story: Wells Fargo Scandal Fallout Ripples Through Industry (May 2)
The Wells Fargo fake accounts scandal was a hot issue in 2017 – one that affected every corner of the wealth management ...
VideoEdelman Boss Reveals DOL Rule Impact at Top RIA
ThinkTank: Most Popular
Are Stocks Overvalued?
Innovative Strategies to Help Maximize Social Security Benefits
Prudential Financial, Inc.
Prudential Financial, Inc.
Bitcoin: Digital currency or digital tulip?
Cracking the Code on Social Security Benefits
Beware of Empty Buckets
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|