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  • 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
  • Paris Hilton Nicole Ritchie friends
    Sep 13, 2016
    The Daily Brief

    The Wealth Transfer Has Already Begun

    The wealth transfer has started, saving makes people happier than spending and investors would use ETFs to replace other vehicles....More
  • state farm
    Sep 12, 2016
    The Daily Brief

    DOL Rule a Bad Neighbor for State Farm

    State Farm agents move away from financial advisory, an advisor is indicted for defrauding a former NBA star and more Americans plan to work through their traditional retirement years....More
  • Sep 9, 2016
    The Daily Brief

    More Important Than $1 Million

    Millionaire retirees don't see it as a big deal, Raymond James and Baird settle charges over wrap fee compliance issues and TCA adds fractional shares technology....More
  • Sep 8, 2016
    The Daily Brief

    The Most Charitable City in America

    Houston is the most charitable city in America, S&P to sell its equity and fund research business and FPA announces new member advocacy council....More
  • Sep 7, 2016
    The Daily Brief

    CFP Board Reaches 75,000 Certificants

    There are now more than 75,000 Certified Financial Planners, life insurance can help ease clients' financial burden and tips to keep clients from spending their savings....More
  • cutting up credit card
    Sep 6, 2016
    The Daily Brief

    Paying Down Debt Beats Investing

    Americans' top priority is reducing debt, not investing and Salesforce adds to its Financial Advisor Cloud....More
  • Sep 2, 2016
    The Daily Brief

    The Largest Wealth Gap in the World

    The country with the largest wealth gap in the world, New York luxury real estate market is slowing and Centier Bank rebrands its wealth management department....More
  • Sep 1, 2016
    The Daily Brief

    The Rich Worry More About Identity Theft Than Terrorism

    High net worth investors worry about identity theft over terrorism, top portfolios are always diversified, and PagnatoKarp creates True Fidicuary RIA team....More
  • Aug 31, 2016
    The Daily Brief

    Barred Broker Goes Missing in Tahiti

    Barred broker goes missing in Tahiti, millennials and boomers differ on ETF investment and RBC adds Morgan Stanley team....More
  • Aug 30, 2016
    The Daily Brief

    College Savings at an All-Time High

    Record number of families putting away for college, a new suite of mutual fund and ETF portfolios for a post-DOL world and a new robo from Meb Faber....More
  • Aug 29, 2016
    The Daily Brief

    Your Custodian=Tech Provider

    Custodians are becoming tech providers, AccuShares shuts down etfs and rebrands, and Netscape cofounder puts Florida mansion up for sale....More
  • Aug 26, 2016
    The Daily Brief

    Merrill Lynch Faces Allegations of Labor Law Violations

    Merrill Lynch sued for violating labor law, Head Investment Partners joins Triad and PMC Portfolio Navigator integrated into Envestment Advisor Suite....More
  • Aug 25, 2016
    The Daily Brief

    US Bank to Partner with FutureAdvisor on Robo

    U.S. Bank creating robo advisor with FutureAdvisor, the Grand Marnier family selling their $1 billion estate and Penn State professor killed over his will....More

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