More in Blogs

  • Aug 12, 2016
    The Daily Brief

    Advisors Unaware of Firms’ Plans for DOL

    Advisors out of the loop with firm plans on DOL compliance, Citizens Bank eyes mass affluent and former football player accused of fraud....More
  • stock market
    Aug 11, 2016
    The Daily Brief

    Clients Were Net Sellers of Equities in July

    Investors were net sellers of stock in July, saving for retirement is stressful for all and how to work with high net worth families....More
  • Aug 10, 2016
    The Daily Brief

    Republicans More Likely to Save for Retirement Than Democrats

    Republicans more likely to save for retirement than Democrats, athletes receive varying gold medal bonuses and states battle over asset protection....More
  • Aug 9, 2016
    The Daily Brief

    The Economic Effects of Trump vs. Hillary

    What the economy will look like under Clinton or Trump, there are more billionaires than ever and Tiedemann Wealth Management merges with Presidio Capital Advisors....More
  • Donald Trump two thumbs up
    Aug 8, 2016
    The Daily Brief

    The Ultra Rich Are Advising Donald Trump

    Trump announces billionaire-heavy economic team, $100 is worth more in Southern states than in the Northeast and advisors are unconcerned about Brexit....More
  • craft beer
    Aug 5, 2016
    The Daily Brief

    Craft Breweries a Bright Spot in the Economy

    Craft breweries are a bright spot in the economy, 14 percent of Americans live with negative wealth and TD Ameritrade eliminates the COO position....More
  • Aug 4, 2016
    The Daily Brief

    Millennials Less Confident in Firm Support

    Millennials less satisfied with firms' support, mutual fund managers bounce back in July and Yodlee powers FlexScore....More
  • Aug 3, 2016
    The Daily Brief

    Former Army Captain to Serve as CFP Chair-Elect

    Richard Salmen named the CFP Board 2017 chair-elect, former New York Gov. David Paterson joins Stifel Financial, and Fidelity finds many investors are on the right retirement track....More
  • Aug 2, 2016
    The Daily Brief

    Parents Fund Kids’ Sports—At the Expense of Retirement

    Cost of youth sports affecting their parents' retirement goals, what investors need to know about U.S. debt and RightCapital gets $1 million in VC funding....More
  • Aug 1, 2016
    The Daily Brief

    Custodian to the Robos Chooses Vanare for Clients

    Apex Clearing goes with Vanare for robo, college students can get lower interest rates by having their parents co-sign loans and art consultant arrested for failing to pay taxes on inheritance....More
  • Jul 29, 2016
    The Daily Brief

    Can Pets Boost Retirement Savings?

    Cats and dogs help people save for retirement, panel discusses how financial services firms could fund cybersecurity and a judge rules bitcoin isn't real money....More
  • Jul 28, 2016

    Funds Launched in Times of Crisis Outperform

    New funds launched during times of high volatility don’t necessarily attract more assets, but they do have better risk-adjusted returns, according to a new Morningstar report....More
  • Jul 28, 2016
    The Daily Brief

    Cruising Through Retirement

    Cruises a housing option for retirees, Shirl Penney named to Aspen Institute fellowship and Fidelity launches new robo advisor....More
  • Jul 27, 2016
    The Daily Brief

    Which Hurts More, Buying or Selling?

    Selling is more emotionally taxing than buying, people with disabilities make great advisors and Investopedia's advice hub takes off....More
  • Jul 26, 2016

    Securities Class Action Filings Up 17 Percent

    More shareholders are taking their frustrations to court, with mergers and acquisitions driving a lot of new securities class action filings, according to a new report....More
  • Jul 26, 2016
    The Daily Brief

    Who’s Happy About the DOL Rule?

    Not everyone is dreading the new fiduciary rule, wealth management firms need to embrace innovation to survive and investors are optimistic about emerging markets....More
  • Jul 25, 2016
    The Daily Brief

    AUM Growth to Slow

    Advisors need to work harder to keep up AUM, Jeff Bezos moves to No. 3 richest man in world and the art market is slumping....More
  • Jul 22, 2016
    The Daily Brief

    Most High Net Worth Investors Are Digitally Savvy

    Most high net worth clients are digitally savvy, Oppenheimer Funds announces a new iPad app for advisors and Marketwatch lists the best beach town bargains for clients....More
  • Jul 21, 2016
    The Daily Brief

    ARK Launches First 3D Printing ETF 1

    ARK launches first 3D printing ETF, TD Ameritrade Institutional and XY Planning Network partner to help young investors and a study depicts the financial risks of surgery....More
  • Jul 20, 2016
    The Daily Brief

    Dez Bryant Sues Former Financial Advisor

    Dez Bryant sues his former financial advisor, PIABA files court brief in support of DOL fiduciary rule and Ric Edelman re-releases his 2009 book....More
  • Jul 19, 2016
    The Daily Brief

    Continuing Education Has Its Benefits

    The upsides of professional designations and Marstone partners with Quovo....More
  • Jul 18, 2016
    The Daily Brief

    ICI Calls Out Broker Kickbacks for Delivery of Fund Reports

    Investment Company Institute unhappy about broker delivery of fund reports, Schwab Charitable donates $1.2 billion and Advent's NaviPlan gets an update....More
  • Jul 15, 2016
    The Daily Brief

    Wrap Accounts Under Fire

    SEC eyes wrap fee programs, Michael Kitces says frugal retirement savers need to live a little, and a cautionary report against putting all millennials in the same box....More
  • Jul 14, 2016
    The Daily Brief

    AARP Files Amicus Brief in DOL Case

    AARP files an amicus brief in support of the DOL rule, Fidelity plans to cut sector ETF fees and JPMorgan gives employees a raise....More
  • Jul 13, 2016
    The Daily Brief

    How FinTech Is Making Charitable Giving Easier

    Technology making it easier to donate to charity, teens unaware of the true costs of college and UBS hosts first ElectionWatch 2016 event....More
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