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  • Nov 27, 2014
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    The Daily Brief: Talking Turkey

    Thanksgiving means sitting down with friends and family, breaking bread…and inevitably arguing about current events, religion and politics....More
  • Nov 24, 2014
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    The Daily Brief: A Debt Owed to the Cowboys

    The Dallas Cowboys is suing financial advisor Dawn Bennett over claims that she hasn’t paid $500,000 for a luxury suit she leased, according to WFAA.com....More
  • Nov 20, 2014
    blog

    The Daily Brief: Robo PR

    You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated PR platform for financial advisors and wealth managers....More
  • Nov 18, 2014
    blog

    The Daily Brief: A Grim Picture of Advisor Growth

    A new study by the Financial Planning Association shows that advisors are not living up to their full potential when it comes to having a business plan and attracting new clients....More
  • Nov 11, 2014
    blog

    The Daily Brief: Jobs for Veterans

    Since May 2012, Edward Jones has hired 1,250 military veterans as financial advisors....More
  • Nov 7, 2014
    blog

    The Daily Brief: Sallie Krawcheck Gets Socially Responsible

    Sallie Krawcheck, the former Bank of America executive and current chair of Ellevate, says she’s warming up to socially responsible investing....More
  • Oct 23, 2014
    blog

    The Daily Brief: Antoine Walker's Financial Failure

    Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a posse of "about eight to nine guys."...More

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