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  • Jul 22, 2016
    The Daily Brief

    Most High Net Worth Investors Are Digitally Savvy

    Most high net worth clients are digitally savvy, Oppenheimer Funds announces a new iPad app for advisors and Marketwatch lists the best beach town bargains for clients....More
  • Jul 21, 2016
    The Daily Brief

    ARK Launches First 3D Printing ETF 1

    ARK launches first 3D printing ETF, TD Ameritrade Institutional and XY Planning Network partner to help young investors and a study depicts the financial risks of surgery....More
  • Jul 20, 2016
    The Daily Brief

    Dez Bryant Sues Former Financial Advisor

    Dez Bryant sues his former financial advisor, PIABA files court brief in support of DOL fiduciary rule and Ric Edelman re-releases his 2009 book....More
  • Jul 19, 2016
    The Daily Brief

    Continuing Education Has Its Benefits

    The upsides of professional designations and Marstone partners with Quovo....More
  • Jul 18, 2016
    The Daily Brief

    ICI Calls Out Broker Kickbacks for Delivery of Fund Reports

    Investment Company Institute unhappy about broker delivery of fund reports, Schwab Charitable donates $1.2 billion and Advent's NaviPlan gets an update....More
  • Jul 15, 2016
    The Daily Brief

    Wrap Accounts Under Fire

    SEC eyes wrap fee programs, Michael Kitces says frugal retirement savers need to live a little, and a cautionary report against putting all millennials in the same box....More
  • Jul 14, 2016
    The Daily Brief

    AARP Files Amicus Brief in DOL Case

    AARP files an amicus brief in support of the DOL rule, Fidelity plans to cut sector ETF fees and JPMorgan gives employees a raise....More
  • Jul 13, 2016
    The Daily Brief

    How FinTech Is Making Charitable Giving Easier

    Technology making it easier to donate to charity, teens unaware of the true costs of college and UBS hosts first ElectionWatch 2016 event....More
  • Jul 12, 2016
    The Daily Brief

    Yes, A Robot Could Do Your Job

    Data collection, processing jobs are most susceptible to automation; Cetera partners with Jefferson National's Monument Advisor; and Creative Planning has a new director of financial education....More

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