More in Blogs

  • May 15, 2015
    blog

    The Blotter Report: Fraudsters Sidelined

    A former Utah broker is in trouble...again, while trial continues against a former advisor and his wingman accused of bilking NHL players out of millions. And finally a father/son duo tried to disguise their insider-trading scheme with golf lingo. Fore!...More
  • May 15, 2015
    Commentary

    Cyber Legislation

    Last year was “the year of the data breach,” Tim Pawlenty told the of House Financial Services Committee....More
  • May 14, 2015
    Commentary

    Does Yale Need Another $150 Million?

    Dylan Matthews at Vox.com asks if Yale is the most deserving of charities to receive Blackstone founder and billionaire Stephen Schwarzman’s recent, and tax-deductible, gift of $150 million for a new performance hall....More
  • May 13, 2015
    Commentary

    Should RCAP Split Up?

    RCS Capital, which has a network of over 9,500 independent advisors, may need to split its retail advice business from its wholesale broker/dealer business....More
  • May 12, 2015
    blog

    Investors Still Prefer Human Advisors Over Computers

    A majority of investors still aren't sold on "robo" advice solutions, according to a new survey from Schwab....More
  • May 12, 2015
    Commentary

    Why You Can't Trust Those Retirement Calculators

    There is a plethora of basic retirement calculators on the Internet, but Betterment CEO Jon Stein says few of them take into consideration the factors that are truly important to consumers....More
  • May 11, 2015
    The Daily Brief

    Poor Forecast

    The financial health of Social Security has been dramatically overstated, according to a new study from the Social Security Administration....More
  • May 8, 2015
    The Daily Brief

    Thanks, Mom

    For about a third of Millennials, mom is the biggest financial influence in their lives....More
  • May 7, 2015
    blog

    El-Erian: Stop Selling Products, Start Talking to Millennials

    To attract millennial investors, financial firms and advisors need to offer personalized advice, not products....More
  • May 7, 2015
    The Daily Brief

    The Hopeless Generation

    Many people are unhappy about their retirement prospects these days, but perhaps no one is more hopeless than Generation X....More
  • May 6, 2015
    blog

    AdvisorHUB Founder Admits Tax Fraud

    Head of AdvisorHUB, a popular website featuring recruitment deal information and industry rumors, recently pled guilty to tax fraud....More
  • May 6, 2015
    The Daily Brief

    Diplomas Without Debt

    FutureAdvisor became the first robo-advisor to offer an automated college savings plan Tuesday when it launched the new “Diplomas Without Debt” service....More
  • May 5, 2015
    The Daily Brief

    Another Round for ETFs

    ETFs sold through retail channels in the first quarter outpaced mutual funds for the first time in four years....More
  • May 4, 2015
    The Daily Brief

    Millennials, Boomers Not So Different After All

    Millennials and baby boomers may not have a lot in common, but when it comes to investing they're more alike than many think....More
  • May 1, 2015
    The Daily Brief

    The Carl Icahn, Bill Ackman ETF

    A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb. Global X recently launched an ETF to give retail investors the ability to do just that....More
  • Apr 30, 2015
    blog

    IRS Real Winner in Mayweather vs. Pacquiao Fight

    Doesn't matter how much is won during Saturday's "Fight of the Century," it's important to keep in mind the IRS is the real winner....More
  • Apr 30, 2015
    The Daily Brief

    What Financial Plan?

    One-third of Americans have no financial plan, a new study by Northwestern Mutual is reporting....More
  • Apr 29, 2015
    The Daily Brief

    The Case Against Smart Beta

    Smart beta has gone from contrarian to mainstream, but how smart is it?...More
  • Apr 28, 2015
    The Daily Brief

    Not Just Your Millennial’s Advisor

    A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools....More
  • Apr 27, 2015
    blog

    IMCA Launches New Behavioral Finance Program

    The Investment Management Consultants Association is rolling out a new online education program around behavioral finance....More
  • Apr 27, 2015
    The Daily Brief

    All-Inclusive

    Wells Fargo and TIAA-CREF are among the top U.S. companies with the most diverse workforce. The two financial services instructions landed in the eleventh and thirty-seventh spots, respectively, on DiversityInc’s 2015 Top 50 Companies for Diversity....More
  • Apr 24, 2015
    blog

    Financial Services Ramping Up Spending On Cybersecurity

    Financial services and banks will spend $9.5 billion in 2015 to defend against hackers, second only to the government....More
  • Apr 24, 2015
    blog

    Private Equity, Banks Get Back in the RIA Deal Game

    After essentially sitting on the sidelines during 2014, private equity firms and banks were again buying up RIAs in the first quarter of 2015, according to DeVoe & Company....More
  • Apr 24, 2015
    The Daily Brief

    Human or Robo?

    What happens when you put a robo portfolio next to that of a flesh-and-blood advisor? MarketWatch analyzes the differences....More
  • Apr 23, 2015
    The Daily Brief

    Crowdsourcing Financial Advice

    Can you crowsource financial advice?...More
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