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Today's Headlines

Excellent Phone Skills Required — Yes, for FAs
Forget Facebook. The phone is a better business builder.
Why Leaders Dither on Creating Exit Plans
Advice-firm owners who can’t face the future might need kindness, not tough love.
Raymond James Trains Advisors to Help Seniors
New sensibilities take center stage in coping with longevity issues.
Deutsche Plans to Expand U.S. Wealth Ops
The lender wants to capture private assets from investment-bank deals.
Poll
Vote: Will Floating-NAV Money Funds Matter to Clients?

The SEC last week said it would reform the way certain money-market funds are valued and redeemed. Should clients care?

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