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February 1, 2018

Morgan Stanley Wants Its Brokers to Act Like Regular Employees, Say Headhunters
Will next-gen wirehouse financial advisors have less hawkish views on compensation, account ownership?
Stifel CEO Warns Protocol Withdrawals Will Cause More Litigation
The firm’s advisor count dropped last quarter, but the indie might be insulated from Protocol woes.
LPL Keeps Another Two NPH Teams
Oak Partners’s 17 brokers oversee $740 million while Life Brokerage Financial Group’s 80 advisors manage $1.6 billion.
Employers Are More Trusted than Advisors on Retirement Saving
Meanwhile, saving has dropped to a 10-year low.
Four Things Robo Advisors Can't Do for Your Clients
Robos will never be able to replace human advisors.
FAIQ Education
The Case for International Investing
This FA-IQ Education webcast is a presentation on the importance of international investing by Rusty Vannneman, chief investment officer at CLS Investments. This presentation is worth 1 credit hour from the CFP Board upon the successful completion of a 10-question quiz.
ThinkTank: Latest Published Content