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NOVEMBER 4, 2017
ADVISOR CHANNELS
Questions Abound After Morgan Stanley Leaves Broker Protocol
Michael Thrasher
FULL ARTICLE
TRUMP TAX REFORM
House GOP Tax Plan Explained
David H. Lenok
THE FIDUCIARY RULE
DOL Sends Fiduciary Rule Delay to OMB
Diana Britton
Broker Protocol Administrator Delayed Public Notice of Morgan Stanley’s Exit
RETIREMENT PLANNING
Health Care Costs in Retirement
John Kador
TECHNOLOGY
The Cybersecurity Problem Requires Human Solutions
Ryan W. Neal
COLLEGE PLANNING
Walking Clients Through the Financial Aid Maze
Lynn O'Shaughnessy
HIGH NET WORTH
Legacy Planning Is Changing
Philip Cubeta, Thomas Rogerson and Martin M. Shenkman
ESTATE PLANNING
The “Comprehensive” Fiduciary Advisor: Reality, Myth or Liability?
Jamie P. Hopkins
CLIENT RELATIONS
How To Talk to Seniors about Fraud
Amy Florian
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