The Daily Brief

DOL extends the fiduciary rule delay, more SRI options for donor-advised funds and does cryptocurrency platform Coinbase really have more users than Charles Schwab?

The commission war drove down trading fees, Switzerland is facing its own retirement crisis and the debate continues over how to define Bitcoin.

Goldman Sachs predicts a sunny 2018, half of IRA holders have yet to take their RMD this year and spend money to save time.

$1 million lasts a long longer in Mississippi than in New York, global dividends are on the rise and the pitfalls of celebrity endorsement deals.

Edward Jones relaunches its diversity program, Morningstar introduces a cloud-based platform and Jeff Locke’s financial advice.

Orion increases integrations with its Insight app, Chicago-area advisor accused of fraud and there’s more drama with Prince’s estate.

A dozen or more Ponzi schemes still take place each month, Ally Financial finalizes TradeKing integration and HD Vest teams with Drake Software on tax planning.

Envestnet redesigns Tamarac, a cautionary tale for the genre of liquid alts and Olden Lane teams with AXIO.