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May 22, 2015

FA’s Love Affair May Cost Morgan Stanley an Extra $230 Million
Elderly-protection laws may get widow of home-shopping mogul $400 million in all.
Merrill Lynch May Add Robo Services to Its “Edge”
But the innovation could widen the divide between in-house advice channels.
Making Age- and Value-Based Segmentation Strategies Work
In this sense it’s about divide and conquer, not about an exclusive focus.
Advisors Should Flex Their Texting Thumbs More Often
If it meets compliance guidelines, texting is a good way to build and maintain relationships.
SEC Wants More Data From Advice Firms on Managed Accounts
Agency’s Form ADV proposal calls for more detail on derivatives, etc.

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