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  • Jan 11, 2016
    The Daily Brief

    Series 7 Prep Coming to College Campuses

    Series 7 prep courses expanding on college campuses, the best financial advice is too boring for TV, divorce is hindering Baby Boomers' retirement plans, and a rare dime sells for $2 million....More
  • Jan 8, 2016
    The Daily Brief

    "When Others Are Fearful..."

    This time it's different (or is it?), how the robos held up in 2015, what happens when women take a career break and millennials are saving more than boomers and Gen X....More
  • Jan 7, 2016
    The Daily Brief

    Hightower's Two Minute Wall Street Takedown

    Hightower's animated Wall Street takedown, (yet) another millennial personal finance site, Scott Weiland's looming estate battle and a status symbol for insecure foodies....More
  • Jan 6, 2016
    The Daily Brief

    The Gun Rally

    The stock market on the whole may be struggling to start 2016, but that's not the case for gun manufacturers....More
  • Jan 5, 2016
    The Daily Brief

    Expect to See More Days Like Monday in 2016

    The Dow Jones Industrial Average plunged more than 450 points at its worst during the first day of trading for 2016....More
  • Jan 4, 2016
    The Daily Brief

    What's Your Password Worth?

    Cyber criminals are paying a pittance for passwords, according to MarketWatch....More
  • Dec 31, 2015
    blog

    Senior Hotline Sees Early Success

    The Financial Industry Regulatory Authority’s Securities Helpline for Seniors has responded to over 2,500 calls and helped recover nearly $750,000 from investors since the service launched in April....More
  • Dec 31, 2015
    The Daily Brief

    E.T. Screenwriter's Will Missing

    Famed E.T. screenwriter Melissa Mathison passed away in November and nobody can find her will....More
  • Dec 30, 2015
    The Daily Brief

    'Affluenza Teen' Collared In Mexico

    Famed “affluenza teen” Ethan Couch and his mother Tonya were detained by authorities in Mexico on Tuesday after the two fled the country in the wake of a video depicting an apparent probation violation by the young man....More
  • Dec 29, 2015
    The Daily Brief

    Robo CEO's 2016 FinTech Predictions

    Michael Kane, the co-founder and “master sensei” of digital investing firm Hedgeable, thinks 2016 will be the year the robo advisor term is finally retired....More
  • Dec 28, 2015
    The Daily Brief

    What Happens When You Ignore Millennial Clients

    A 24-year-old client with $3,000 in an IRA account recently wrote in to Slate, “My financial advisor is a total sketchball!! What do I do?”...More
  • Dec 24, 2015
    The Daily Brief

    Is Fraud Contagious?

    A new study found that an advisor is more likely to commit fraud if his new co-workers at the merger-firm have a history of doing so....More
  • Dec 23, 2015
    The Daily Brief

    Financial Advice from the Robos

    Financial resolutions from the CEOs of the top robo-advisory firms....More
  • Dec 22, 2015
    The Daily Brief

    Trends Driving Tech in 2016 1

    Folio Institutional, a financial technology provider, published a list of top trends in 2016 that will affect the wealth management industry....More
  • Dec 21, 2015
    The Daily Brief

    Efficient Markets, on Cuban Time 1

    Contrary to what some believe, the markets can stay inefficient for a long time. Case in point: the Herzfeld Caribbean Basin closed-end fund....More
  • Dec 18, 2015
    The Daily Brief

    The Next Real Estate Tycoon?

    A new game, available on Android and iOS, allows players to invest in a selection of 50 million real properties around the world....More
  • Dec 17, 2015
    blog

    Raymond James Hosts Deutsche Advisors

    Last week Raymond James hosted 170 of the approximately 200 financial advisors the firm is looking to bring onboard as part of its recent acquisition of Deutsche Bank’s wealth management business...More
  • Dec 17, 2015
    blog

    Neuberger Berman: Third Avenue Fund Managed Like Private Equity

    Neuberger Berman's Fixed Income CIO believes Third Avenue's Focused Credit Fund was managed like a private equity fund, not a 40 Act mutual fund....More
  • Dec 17, 2015
    blog

    Star Wars A Winner With Advisors Over Star Trek

    Advisors claiming to be "Star Wars" fans outnumber those who prefer "Star Trek" 3 to 1, according to a WealthManagement.com survey....More
  • Dec 17, 2015
    The Daily Brief

    Merrill Lynch Is High On Marijuana

    Bank of America Merrill Lynch sees massive investment potential in weed....More
  • Dec 17, 2015
    blog

    Advisors Say They Want to Retire, But Actions Say Otherwise 1

    Over a third of RIA owners are planning to retire in the next 10 years, but many aren’t ready for the reality....More

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