More in Blogs

  • Jun 15, 2016
    The Daily Brief

    Fear of Financial Strain Trumps Fear of Missing Out

    Financial strain trumps fear of missing out for millennials, Americans donate record amount to charity in 2015 and Junxure boosts Veo integration....More
  • miami
    Jun 14, 2016
    The Daily Brief

    Morgan Stanley Adds Miami Office for Latin American Wealth

    Morgan Stanley opens third Miami office for Latin America, Vestorly adds Dow Jones content and Johnny Depp selling nine pieces by artist Jean-Michel Basquiat....More
  • hipster tech
    Jun 13, 2016
    The Daily Brief

    Millennials Want To Be Alternative

    Millennials are interested in alternative mutual funds, RIAs face obstacles to offering private equity and another bank acquires an independent firm to beef up wealth management....More
  • Jun 10, 2016
    The Daily Brief

    U.S. Wealth on the Rise

    U.S. wealth rising, Janus Capital launches four demographic ETFs and Bloomberg gives anti-nepotism advice....More
  • Jun 9, 2016
    The Daily Brief

    When a Quarter Is Worth $35K

    A rare quarter fetches $35,000 on eBay, new app aggregates financial advisors and CFP Board launches behavioral finance award....More
  • Jun 8, 2016
    The Daily Brief

    LPL Goes to Washington

    LPL opens D.C. office to boost advocacy, Fidelity expands commission-free ETF offerings and the IRS improves its e-authentication service....More
  • Jun 7, 2016
    The Daily Brief

    Wealth Management Industry Getting Better for Females

    The wealth management industry is increasingly hospitable to female professionals, Bernard Moon expects long-term, game-changing innovation and Precidian is looking to list 15 NETFs....More
  • Jun 6, 2016
    blog

    Pershing Shifting to Open-Architecture Approach to Technology

    Pershing kicked off its INSITE conference by introducing new integrations with third-party digital advice companies....More
  • Jun 6, 2016
    The Daily Brief

    The Odds of a Recession

    Chances For a Recession Rise, Advisor Group introduces program for retirement plan advisors, and JPMorgan relaxes its dress code....More
  • Jun 3, 2016
    The Daily Brief

    Millionaires Stay Put

    Millionaires not leaving because of high tax bills, Docupace gets cash infusion and Wealthfront launches 529 plans....More
  • Jun 2, 2016
    The Daily Brief

    Morningstar Purchases InvestSoft

    Morningstar acquires InvestSoft, American Funds launches Target Date ProView and retirees share their hindsights....More
  • 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
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