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May 22, 2017

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Digitalization is the Inevitable Next Wave

A generation of Uber users wants it all, and wants it right now.

Raymond James Nabs $275 Million Wells Fargo Team

Wirehouse sheds another advisor team, this time from its FiNet unit.

Business Owners Need More Estate Planning

The richer ones are likelier to have a wealth-transfer plan.

Does the Famous '4% Rule' Still Hold True?

Demographic and market trends may be rendering the old rule obsolete.

Finra Considers Combining Its Enforcement Arms

Having two different programs may overburden firms and the regulator itself, Finra chief says.

ThinkTank: Investing

The 7th Inning Stretch is Over
Mariner Wealth Advisors

Positive Economic Outlook Supports Valuations
City National Rochdale

Precious Metals Monitor
ETF Securities

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The Client - Finding and winning new clients Digitalization is the Inevitable Next Wave Wealth Firm Grows Its Business Through Education	The Client - Client retention Digitalization is the Inevitable Next Wave Wealth Firm Grows Its Business Through Education
The Client - ERISA plans/institutional management Fiduciary Rule Slammed as First Amendment Violation States Ignore Washington on State-Run IRAs	The Client - Behavioral finance Market Bubbles Have a Pattern… Can You See It Now? Parenting Advice Can Improve Client Relationships

The Assets - Portfolio management Fidelity Opens Managed Accounts to More Advisors Do Trump's Troubles Take Any Heat Off 401(k)s?	The Assets - Insurance planning Specialty Firm Plans Expansion with Dynasty’s Help When Small Business Owners Make Bad Decisions
The Assets - Estate planning Business Owners Need More Estate Planning Death and Taxes in an Uncertain Policy Landscape	The Assets - Tax planning Nobody Knows Your Client’s Tax Implications Like You How to Take Advantage of Trump’s Tax Proposal

The Practice - Technology Digitalization is the Inevitable Next Wave Vanguard Mounts Hiring Push Amid Service 'Hiccups'	The Practice - Fees and compensation Ex-Morgan Stanley FA Must Pay Back Promissory Note No Fee Flexibility? Then You Risk Getting Stiffed
The Practice - Staffing and recruiting Raymond James Nabs $275 Million Wells Fargo Team Focus Financial Bulks Up with $16.5B RIA	The Practice - Regulatory/legal issues Finra Considers Combining Its Enforcement Arms Merrill Fined $650,000 Over Customer Trades

1	Football Star Says Ameriprise Rep Stole His Money
2	Merrill Team Leaves to Protect Fee Flexibility
3	Merrill Fined $650,000 Over Customer Trades
4	Ex-Morgan Stanley FA Must Pay Back Promissory Note
5	Merrill to Pause Traditional Recruiting, Try to Lure Indies

1	Football Star Says Ameriprise Rep Stole His Money
2	Merrill Team Leaves to Protect Fee Flexibility
3	Merrill to Pause Traditional Recruiting, Try to Lure Indies
4	Vanguard Mounts Hiring Push Amid Service 'Hiccups'
5	Finra Wants to Go Harder on Bad Brokers

1	ESG is the Next Generation in Enlightened Investing
2	Online Lender SoFi Rolls Out Hybrid Robo-Advisor
3	Vanguard Mounts Hiring Push Amid Service 'Hiccups'
4	Merrill to Pause Traditional Recruiting, Try to Lure Indies
5	Focus Financial Bulks Up with $16.5B RIA

S	M	T	W	T	F	S






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May 22, 2017

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