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  • Fidelity headquarters
    Sep 26, 2016
    The Daily Brief

    The Top VC Investors? Not Who You’d Think

    Mutual fund and asset managers taking bigger stakes in Silicon Valley unicorns, External IT launches new cybersecurity awareness training and Reagan-era memorabilia exceeds auction estimates....More
  • Sep 23, 2016
    The Daily Brief

    Global Wealth Slows

    Global wealth slows to half the rate of past years, advisors who thank their clients do better and Reddit users detail obscene tails of extreme wealth....More
  • Sep 22, 2016
    The Daily Brief

    A Fee-Based Annuity for the DOL Era?

    Great American Life touts a DOL-compliant annuity, how HNW investors invest and why Ric Edelman isn't sweating the presidential election....More
  • department of labor
    Sep 21, 2016
    blog

    One DOL Lawsuit May Have a Shot

    In a hearing for insurance agency Market Synergy’s suit against the Department of Labor Wednesday, the group’s attorneys told the judge, ‘This is a rifle shot.’...More
  • grandparents family college graduate
    Sep 21, 2016
    The Daily Brief

    Grandparents Willing to Help Out With College Savings

    High net worth grandparents willing to help pay for college, Schwab Advisor Services launches cybersecurity suite and Innovation Partners starts using Yodlee portal....More
  • Sep 20, 2016
    The Daily Brief

    New Fiduciary Training Program

    Fi360 created a new fiduciary rule training program, new study details how fintech is shaping wealth management and antimicrobial resistance could cause the next global financial crisis....More
  • Sep 19, 2016
    The Daily Brief

    Advisors Aware But Unprepared for Cyber Risks

    Advisors are aware of but unprepared for cybersecurity risks, Personal Capital passes $3 billion in AUM and a former advisor is suing the police after being falsely accused of bank robbery....More
  • Sep 16, 2016
    The Daily Brief

    Kids Introduce Parents to Fintech

    Kids teach their parents about fintech, Panoramix partners with Redtail and Nelly owes $2 million in back taxes....More
  • Sep 15, 2016
    The Daily Brief

    Todd Clarke to Lead New NorthStar Team

    NorthStar Financial adds national accounts team, DriveWealth partners with Invessence and librarian leaves life savings to UNH....More
  • Sep 14, 2016
    The Daily Brief

    Love, Money & Millennials

    Millennials love to talk about money, gender lens investing is on the rise and Stifel acquires City Financial Corp....More

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