Browse financial and investment advisor blogs and commentary.

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  • May 26, 2016
    The Daily Brief

    You’re Worth It

    Investors find value in professional advice, Fidelity’s Managed Account platform hits $150 billion and why advisors should not be friends with clients....More
  • May 25, 2016
    The Daily Brief

    Money Mistakes of the Super Rich 1

    The super rich make the same investing mistakes as the rest of us, Ryan Parker named Edelman CEO and FolioDynamix hires chief delivery officer....More
  • May 24, 2016
    The Daily Brief

    Panama Papers Firm to Shutter Wealth Management Unit

    Mossack Fonseca ordered to shutter wealth management business, institutional investors advocate an end to shell company secrecy and the common traits of high-net-worth investors....More
  • baby boomers pier
    May 23, 2016
    The Daily Brief

    Baby Boomers Have All the Money 1

    Baby boomers still have all of the money, self-directed investors want help, and no surprise, retirees are moving to Florida....More
  • May 20, 2016
    The Daily Brief

    Guardians of the Financial Galaxy

    Visa and Marvel partner on financial planning comic, Genworth develops aging experience robot and the need for a mobile-friendly website....More
  • May 19, 2016
    The Daily Brief

    What's an Olympic Gold Medal Worth?

    Jim Craig auctions off his Olympic gold medal, retiree health care costs will exceed Social Security income, and CNL Securities debuts mobile app....More
  • May 18, 2016
    The Daily Brief

    Millennials Victims of Financial Abuse

    One-third of millennials are victims of financial abuse, lack of retirement savings a main financial regret and tax scams still ongoing post-tax season....More
  • May 17, 2016
    The Daily Brief

    Crowdfunding Takes Effect

    New crowdfunding rules in effect, the active vs. passive debate isn’t either/or and millennials eat out on a budget....More
  • May 16, 2016
    The Daily Brief

    Wealthfront Partnering With Ascensus for 529 Plans?

    A possible partnership for Wealthfront and Ascensus, new technology for members of NAPFA, millennials not investing in their 401(k)s and a disconnect for robos and mass affluent baby boomers....More

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