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Summary:One of the great comic scenes in early television starts with Lucy and her best pal Ethel, of “I Love Lucy,” wrapping chocolates on a production line. “If one piece of candy gets past you and into the packing room unwrapped, you’re fired!” threatens the supervisor.
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Summarry: TD Ameritrade is joining the crowd of firms intent on building a robo advisor, although it immediately notes that its product will be less "robo" and more expensive than some of its competitors' offerings.
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Summary: So many advisors find themselves at a tipping point when they question whether their current firm is still the right “fit” for their careers, clients and lives. This self-reflection can be a daunting exercise — often spurred by an excess of frustration over inefficient processes, cultural changes within the organization, or even concern over their own legacy.
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Summary: Three advisers who have lived through both bitter partnership breaks and now an amicable one said the latter is worth the time and effort because it's easiest on clients.
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Summary: Despite all the talk about the aging financial advisor force, the industry still has a problem attracting and retaining young talent. But several Wall Street firms discussed their new techniques for bringing millennials into the business during a Securities Industry and Financial Markets Association seminar on Wednesday.
