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Today's Headlines

Wells Fargo Has Lost More Than 70 Teams Since the Scandal
Advisors collectively managing $19.2 billion left the firm from October through June.
$1B Ex-Merrill Team Breaks Away to ‘Scratch Planning Itch’
Expansion of family office services, pursuit of new niches behind move.
Morningstar: Harness Big Data to Fix DOL Rule
Portfolio-level compliance testing could help if private right of action is weakened.
Defining Mission, Purpose, Vision and Values
Practices must define these terms for effective strategic planning.
Different Investing Approaches to a Market Downturn
Most savers will be able to weather the storm, but retirees beware.

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