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NOVEMBER 4, 2017

ADVISOR CHANNELS

Questions Abound After Morgan Stanley Leaves Broker Protocol

Michael Thrasher

A “seismic” event for the industry might have broad consequences.

FULL ARTICLE

TRUMP TAX REFORM

House GOP Tax Plan Explained

David H. Lenok

The House GOP plan looks a lot like the President’s, with a few producer’s notes.

FULL ARTICLE

THE FIDUCIARY RULE

DOL Sends Fiduciary Rule Delay to OMB

Diana Britton

The rule, if approved by OMB, would delay the Jan. 1 applicability date of the fiduciary rule until July 1, 2019.

FULL ARTICLE

ADVISOR CHANNELS

Broker Protocol Administrator Delayed Public Notice of Morgan Stanley’s Exit

Michael Thrasher

Morgan Stanley’s protocol administrator appears to delay public announcement of pullout.

FULL ARTICLE

RETIREMENT PLANNING

Health Care Costs in Retirement

John Kador

The compounding impact of healthcare inflation ensures that healthcare costs will continue to bedevil Americans facing retirement.

FULL ARTICLE

TECHNOLOGY

The Cybersecurity Problem Requires Human Solutions

Ryan W. Neal

In the wake of headline-grabbing hacks like Equifax, experts weigh in on how advisors can step up their protection.

FULL ARTICLE

COLLEGE PLANNING

Walking Clients Through the Financial Aid Maze

Lynn O'Shaughnessy

Here are nine basic steps that your clients should know about filing for financial aid.

FULL ARTICLE

HIGH NET WORTH

Legacy Planning Is Changing

Philip Cubeta, Thomas Rogerson and Martin M. Shenkman

Lessons learned from family offices, private banks and best-of-breed independent advisors.

FULL ARTICLE

ESTATE PLANNING

The “Comprehensive” Fiduciary Advisor: Reality, Myth or Liability?

Jamie P. Hopkins

Expanding roles lead to risks.

FULL ARTICLE

CLIENT RELATIONS

How To Talk to Seniors about Fraud

Amy Florian

Make exploitation an open topic with all of your clients from middle age on.

FULL ARTICLE

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