More in Blogs

  • Apr 19, 2016
    The Daily Brief

    Taxes Even Tougher for U.S. Expats

    Paying taxes complicated for expats, talking about money is difficult and rich Chinese kids banned from reality TV....More
  • Apr 18, 2016
    The Daily Brief

    BlackRock CEO Likes Fiduciary Rule

    Lawrence Fink is A-OK with the DOL's fiduciary rule, Texas Tech is taking applications for the Financial Planning Academy and Elizabeth Warren wants to make filing taxes simpler....More
  • Apr 15, 2016
    The Daily Brief

    What Is ‘Wealthy’ in San Francisco? 1

    If you have less than $6 million, you don’t feel wealthy in San Francisco; Ramapo town executives are charged with fraud; the rookie MLB pitcher who is also a wealth manager and Advizr hooks up with Riskalyze....More
  • Apr 14, 2016
    The Daily Brief

    Little Difference Between Investment Banking, Wealth Management

    Little difference between investment banking and wealth management, Americans worried about their finances, new Betterment board member and International Red Cross tangled in Panama Papers scandal....More
  • Apr 13, 2016
    The Daily Brief

    So What Is “Best Interest”?

    Texas Tech to attempt to define best interest, a Panama Papers conspiracy theory, Envestnet Institute to attract women to wealth management and Orion integrates with FactSet....More
  • Apr 12, 2016
    The Daily Brief

    Advisors Who Use Coaches Would Do So Again

    Advisors like using business coaches, Vanguard advises delaying Social Security, and the UK financial regulator will start “incubating” select fintech startups....More
  • Apr 11, 2016
    blog

    Weissbluth: DOL Rule Riddled With Loopholes

    HighTower CEO Elliot Weissbluth says the Department of Labor’s rule waters down fiduciary and is riddled with exceptions, such as the one that allows brokers to continue to sell proprietary products....More
  • Apr 11, 2016
    The Daily Brief

    Charles Schwab Tops in Investor Satisfaction

    Charles Schwab tops J.D. Power survey, Private Client Services adds Los Angeles foothold, Redstone competency case settles and Manseuto's new mansion revealed....More
  • Apr 8, 2016
    The Daily Brief

    The Ultra Rich Listen to Financial Advisors

    Ultra wealthy listen to their financial advisors, crowdfunding rules turn four, schools and parents not teaching financial education, pay your taxes at 7-Eleven....More
  • Apr 7, 2016
    The Daily Brief

    Wall Street Is Bullish for Hillary

    Wall Street predicting a Hillary Clinton landslide, Tony Robbins joins Creative Planning wealth management, Virginia bank acquires independent RIA and Sumner Redstone names daughter Shari his health agent....More
  • Apr 6, 2016
    The Daily Brief

    Do Advisors Have a DOL Blind Spot?

    Most advisors are not fazed by DOL rule; insurers and scientists are working to better predict when you’ll die; older Americans are anxious about being a burden on their kids and a USC basketball player doubles as an investment advisor....More
  • Apr 5, 2016
    The Daily Brief

    Climate Change a Danger to World’s Wealth

    Global warming is a threat to the economy, the DOL and SEC worked well together on fiduciary rule, a report finds that not all liquid alts use derivatives, and investor sentiment falls to new lows....More
  • Apr 4, 2016
    The Daily Brief

    Former FDIC Chair Joins Board of Online Lender

    A former chair joins the board at Avant, a milestone anniversary for Cambridge Investment Research, and tips from FINRA to investors to avoid being tricked out of money....More
  • Apr 1, 2016
    The Daily Brief

    Could a Client Defraud You? A Cautionary Tale

    A cautionary tale out of Massachusetts, a new law in Michigan, financial camp for football players and how clients feel about conflicts of interest....More
  • Mar 31, 2016
    The Daily Brief

    How FinTech Disrupted the World

    A global disruption, challengers outperforming relationship builders and a battle over a dead body....More
  • Mar 30, 2016
    blog

    Exchange Operator Bats to Buy ETF.com

    ETF.com is selling its media business to U.S. exchange operator Bats Global Markets, the website announced this week....More
  • Mar 30, 2016
    The Daily Brief

    Jefferson National Partners With Trust Company of America

    Two more NextShares funds hit the market, senior living facilities catering to specific groups and a partnership between Jefferson National and Trust Company of America....More
  • Mar 29, 2016
    The Daily Brief

    A Robo Consensus

    The consensus on robo advisors, a court decision on student debt and sobering statistics about retirement income advisor training and knowledge....More
  • Mar 28, 2016
    The Daily Brief

    If You Can Explain Schedule K, You Could Win $10K

    A contest for a cool 10K, a sobering statistic from Cullen Roche and the millennial approach to B2B....More
  • Mar 25, 2016
    The Daily Brief

    Scottie Pippen’s Financial Advisor Jailed for Fraud

    Scottie Pippen’s advisor heads to jail, Orion Advisor Services has a new partner, a new ‘swag’ store for Dynasty and yet another survey is out detailing millennial money priorities....More
  • Mar 24, 2016
    blog

    Raymond James Secures ‘Nearly All’ Deutsche Bank Advisors

    Just a few months after announcing its intention to acquire Deutsche Bank Wealth Management’s U.S. Private Client Services unit, Raymond James has secured commitments to join from over 90 percent of the acquired advisors....More
  • Mar 24, 2016
    The Daily Brief

    Yachts for the Needy

    Boats for the needy, financial aid for the rich, new software from Advicent and statistics on the confidence of women financial advisors....More
  • Mar 23, 2016
    The Daily Brief

    Investors Sweet on Tax Havens

    Tax havens take in the most assets, investors want financial planning with their tax prep, iCapital buys HedgeFocus and the case for female financial advisors....More
  • Mar 22, 2016
    blog

    RIAs Poised to Remain Most Active Buyers in M&A Deals

    Registered investment advisory firms were the most active buyers of other firms in 2015, a trend Schwab, which tracks M&A deals, expects to continue....More
  • Mar 22, 2016
    The Daily Brief

    Wedbush Fined ... Again

    Wedbush subsidiary gets hit with fines, Jon Baum joins NorthStar, firms are missing out on data intelligence and New York millionaires are A-OK with a tax hike....More
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