WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 4, 2017

INDUSTRY

Merrill Lynch Does Not Plan To Leave Protocol Agreement

Many expected the brokerage to follow Morgan Stanley and UBS in exiting the agreement.

FULL ARTICLE

TECHNOLOGY

Morgan Stanley Launches Robo-Advice Platform

The brokerage is the latest to roll out an automated investment option.

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TRUMP TAX REFORM

Senate FIFO Proposal Punishes American Investors

First-in, first-out inhibits investor choices, causes capital gains taxes to go up and complicates financial planning for millions of Americans, Eaton Vance's Thomas Faust Jr. argues.

FULL ARTICLE