The Daily Brief

The CFP explores what kind of future fintech will bring, pricing models aren't keeping up and high net worth investors worry about their health.

Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.

Donald Trump is building the wealthiest cabinet ever, equities exposure at a record high and employees are using stock purchase plans to boost their 401(k)s.

Americans are clueless about their 401(k) plans, Smarsh acquires MobileGuard and Berlin is the top spot for artists fleeing America.

TD Ameritrade debuts a new website on the DOL fiduciary rule, financial planning for snowbirds and Trust Company of America introduces a new tax harvesting feature.

Tech leading M&A activity, investors want both human and robo advice and Leaders Group picks Advizr for financial planning.

Several brokerages named top places to work for LGBTs, HighTower adds a team from UBS and W.R. Berkley launches insurance products for the high net worth.

Paul Reilly to replace Thomas James as Raymond James' executive chairman, millennials could redefine retirement and hybrid robos are flourishing.

NBA players are using Personal Capital, LPL opens new sustainable campus and Hearsay Social enhances its compliance programs.

Ultra-high-net-worth own a ton of homes, financial planning for the year ahead and NextCapital names Matt Clink new CIO.