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Today's Headlines

Merrill Lynch Loses New York Team to First Republic
Five wealth managers, seven associates to service individuals, nonprofits and foundations.
DOL Attempts Clarity on Fiduciary Communications
New FAQs try to draw the line between fiduciary and non-fiduciary marketing.
Morgan Stanley Readies New ETF Payment Model
Move is seen as an effort to boost wealth management unit’s revenue.
Carson Ditches LPL over Perceived Tech Deficiencies
Ron Carson says he chose Cetera for his practice because of the firm’s commitment to technology investments.
Poll
Vote: Will Consolidation Continue in 2017?

New research says last year wealth management mergers were at an all-time high. At least 138 independent advice firms changed hands in 2016 — a 10% rise over the year prior, according to a report by consulting firm Echelon Partners. Will the consolidation trend continue in 2017?

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