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Today's Headlines

Where Indie Channels Beat Out Wirehouses
It’s in an increasingly important area.
Ex-Wells Fargo Rep Barred for Alleged Inaccuracies in His Notes
The wirehouse discharged the advisor in 2016 over the allegations.
Six-Year Prison Sentence for Former Financial Advisor
The ex-FA has been convicted of stealing close to $170,000, which he apparently spent on vacations and cars.
Estate Plans Don’t Grant Superpowers, But They Do Protect Client Assets
Estate planning is important, but beginning the conversation with clients can be hard, FAs claim.
Advisor Moves: UBS Brokers Break Away to Form Indie RIA, and More ...
Also moves from JPMorgan, Merrill Lynch and Stifel.
Mercer Acquires Another Wealth Management Practice
Financial & Investment Management Group oversees $600 million.
Cetera Scores Win Against LPL
Cetera has poached an LPL business consultant with a key focus.
How Advisors Can Lure the XY Generation
Transparency, avoiding financial jargon and offering a choice of fee models are some ways.