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  • 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
  • May 13, 2016
    The Daily Brief

    Smart Beta ETFs to Grow Twice as Fast as Overall ETFs

    The projected rise of smart beta ETFs, IMCA members make more money, how retirement is changing and online auctioneers merge....More
  • May 12, 2016
    The Daily Brief

    HNW Warming to Robo Advice

    High-net-worth investors embracing robo advice, Stephens fined for “flash” emails and South Carolina advisor pleads guilty to Ponzi scheme....More
  • May 11, 2016
    The Daily Brief

    Deutsche Bank Names New Head of Wealth Management in the Americas

    Patrick Campion rejoins Deutsche Bank to lead Wealth Management in the Americas, DSG Wealth Management joins HighTower and Kaley Cuoco's prenup protects her in divorce....More
  • May 10, 2016
    The Daily Brief

    What’s Your Work History?

    Financial advisors reveal their work history, Laserfiche updates for fiduciary rule and Redstone competency trial dismissed....More
  • May 9, 2016
    The Daily Brief

    Advisor Faces Discrimination Allegations

    Financial advisor faces discrimination scandal, Snoop Dogg doesn't have a will either and Wealthbox announces five new integrations....More
  • May 6, 2016
    The Daily Brief

    An Advisor, a Hack and the NFL Draft 1

    A financial advisor suspected in last week's NFL Draft scandal, many Americans living without a will and combating the 'Entourage' effect....More
  • May 5, 2016
    blog

    Test Your Financial Movie Knowledge

    How well do you know movies about finance and Wall Street? Test your knowledge of well-known movie lines with this cinematic quiz....More
  • May 5, 2016
    The Daily Brief

    Who’s Putting Client Interests First?

    Firms that rank best on putting client interests first, the 2016 election and its impact on investing, and American houses being weighed down by inflation....More
  • May 4, 2016
    The Daily Brief

    Another Impact Investing Tool 1

    Bloomberg launches gender equality index, Tennessee financial advisor accused of elder abuse and Orion debuts texting app....More
  • May 3, 2016
    The Daily Brief

    Morningstar Launches New Client Portal

    Morningstar launches customizable client portal, kids get into the act at Berkshire Hathaway annual meeting and U.S. pastors feeling financial hardship....More
  • May 2, 2016
    The Daily Brief

    It’s All in Their Heads

    Most retirees don't have a written retirement plan, fear of inflation worries Americans and Vanare partners with Quovo....More
  • Apr 29, 2016
    The Daily Brief

    UBS Is On Election Watch

    UBS creates ElectionWatch, BlackRock sees a manufacturing recession and how retirees should invest....More
  • Apr 28, 2016
    The Daily Brief

    Business Risk Of Losing Young Advisors

    Advisors who switch firms pose business risk, Putnam Investments named most social savvy and Bank of the West opens wealth management office in Pasadena....More
  • Apr 27, 2016
    The Daily Brief

    Fees Are Down, But Not for the Reason You Think

    Asset flows into low-cost funds driving fees down, a new chairman for RayJay's Alex. Brown, Riskalyze updates for fiduciary rule and Redtail using Zapier for advanced integrations....More
  • Apr 26, 2016
    The Daily Brief

    New Website Helps Advisors Connect With Women

    New website connects advisors with women, Goldman Sachs launches an online bank and Wells Fargo Advisors opens Northwest office....More
  • Apr 25, 2016
    The Daily Brief

    Art and Wealth Management

    Wealth managers offer art-related services, fewer Americans are owning stocks, study links financial stress to PTSD and Manulife looks to use blockchain....More
  • Apr 22, 2016
    The Daily Brief

    Most Investment Frauds Go Unreported

    Sixty percent of fraud victims don't report it, retirement worries keep Americans up at night and Jefferson National creates third-party directory....More

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