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December 30, 2015

Women-Focused Robo-Advisors Poised to Launch
One founder cites lack of offerings appealing to women as reason for launch.
Wave Of Broker-Dealer Sales Could Hit in 2016
Regulatory and economic landscapes may herald major sell-offs of sub-$25 million firms.
JPMorgan to Offer Higher Deposit Rates to Institutional Accounts
Bank bucks the trend of keeping gains on deposits following the Fed’s rate hike.
Going Independent: Location, Location, Location
When Les Botkin left Morgan Stanley, he chose to buy his own office building to house his newly independent firm. How much does real estate matter when going it alone?  Video [ 4:06 ]   Transcript  
Help Clients Overcome Bad Money Habits
From overspending to under saving, clients are better served if you can curb their adverse financial behaviors.