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December 5, 2016

Morgan Stanley to Raise Broker Pay Thresholds
FAs will have to produce 10% more in 2017 to keep current pay.
FAs Fear DOL Rule Hampers Young Client Engagement
New report warns that DOL rule could reshape wealth marketplace.
Borzi: FA Firms Aren’t Going Back on Fiduciary Rule
“Principle” already took root and a Trump repeal wouldn’t change it, she says.
Top FA Qualities: Trustworthiness and Integrity
Listening, being flexible and thinking differently are key to standing apart.
Betterment’s 401(k) Plan Service Now at 300 Firms
Meanwhile, Citizens Bank partners with SigFig for robo-advice.

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