| | Top Stories of the Week
| Lynn O'Shaughnessy There are few other major financial decisions clients will make from such a clueless position. |
| Michael J. Jones | Trusts & Estates A recent private letter ruling underscores a valuable lesson. |
| Megan Leonhardt The CFP Board will force advisors who hold the certified financial planner designation to arbitrate all future disputes with the organization. |
| Tariro Mzezewa | Reuters After five years of fighting, the industry has accepted that the end is in sight. |
| Stephen Boswell and Kevin Nichols The following are just a handful of ways financial advisors should leverage Facebook’s Graph Search feature. |
| Ryan W. Neal As the industry waits for LPL and Commonwealth to reveal their strategy on automated digital financial advice, another broker/dealer’s robo is now ready for the market. |
From Bloomberg | Laura J. Keller, Dakin Campbell, Alastair Marsh and Stephen Morris There’s a secret list that Citigroup Inc. keeps on its equity-research desk at its swank new campus in Tribeca. And if you’re not on it -- well, you might as well be nobody. |
| Tom Redmond Smart beta, pioneered by Rob Arnott and now the basis for almost one out of every five exchange-traded funds globally, had become a victim of its own popularity. |
| | WEALTH MANAGEMENT MADNESS | 
Thank you to all who voted in our Sweet 16 and Elite 8 rounds of #WMM16.
Voting for the Final 4 will begin on Monday. To see who remains in our bracket, visit here. |
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