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  • Jun 1, 2016
    The Daily Brief

    Supermarkets, Fast Food Chains Offer Better Customer Experience

    Supermarkets, fast food chains beat out investment firms on customer service, wirehouse alternative investment assets fell 4 percent in 2015 and tips for improving advisor websites....More
  • May 31, 2016
    The Daily Brief

    Orion Integrates With CAIS

    Orion integrates with CAIS, wealth class continues to grow in China despite economic slowdown, and a Chicago law firm creates a new private wealth practice....More
  • May 27, 2016
    The Daily Brief

    Most Age-Based 529s Courting Market Timing Risk

    A large percentage of age-based portfolios using a static approach, women in the board room and improvements to client onboarding for MaxMyInterest...More
  • 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
  • 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

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