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  • Feb 12, 2016
    The Daily Brief

    Invest Like the New Barbie

    Investment lessons from the new Barbies, FINRA bars two brokers, changes at Morgan Stanley and Evercore forms trust company....More
  • Feb 11, 2016
    The Daily Brief

    The World of FinTech Startups for Millennials

    Identifying startups geared toward millennials, recession fears, a digital disruption in the industry and the divide between romance and finance....More
  • Feb 10, 2016
    The Daily Brief

    BlackRock Teaching ETFs With Cartoons

    BlackRock using cartoons to teach ETFs, the multiple culprits of stock market volatility, Stash Invest scores $3 million in VC funding and why millennials don't buy homes....More
  • Feb 9, 2016
    The Daily Brief

    What the Lunar New Year Means for Stocks - No Monkeying Around

    What the Lunar New Year means for stocks, a close look at the Vanguard lawsuit, how to invest on multiple time horizons and Independent Financial Partners has opened its first west coast office in Phoenix....More
  • Feb 8, 2016
    blog

    "Next Gen" Financial Planning: Can You Match the Emojis to the Plan?

    Match the financial planning advice to its translation in emoji....More
  • Feb 8, 2016
    The Daily Brief

    Just Say No

    Few financial firms spend on Super Bowl commercials, futures markets not good predictors, Advisor Software launches new robo and $200,000 estate left to the cats....More
  • Feb 5, 2016
    The Daily Brief

    Emotional Scars

    Investors are still skittish about the economy, Wealth Access and Orion increase integration, estate tax changes and Hillary Clinton gets "the question" from a financial advisor....More
  • Feb 4, 2016
    blog

    NASAA Updates Series 63, 65, 66 Exam Content

    The Series 63, 65 and 66 exams are keeping with the times. The North American Securities Administrators Association announced Thursday the exams, which are administered by FINRA, will now test for knowledge around social media and cybersecurity topics....More
  • Feb 4, 2016
    The Daily Brief

    Go For Gold?

    Negative interest rates helping gold prices recover, investors don't understand fixed income, Cambridge names fiduciary czar and ancient artifacts found....More
  • Feb 3, 2016
    The Daily Brief

    Cash Was King in January

    Cash holders making money in 2016, multiple auditors can lead to questionable tax claims, Americans doing their taxes at home and one advisor has his hands in everything....More

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