The Daily Brief

Timelineapp is launching an education platform for advisors, hoping it will eventually become a space for sharing best practices and development ideas.

In addition to the 5,000 employees who already worked from home prior to the pandemic, the insurance company will have a total of 30% of its employees working remotely on a permanent basis.   

Called EventBot, a recently discovered malware can steal two-factor codes and passwords from users' devices.

The Foundation for Financial Planning, CFP Board, FPA and NAPFA are encouraging financial planners to direct donor-advised funds to nonprofits during this time.

Despite the current financial environment, the fintech company will continue to offer no-fee ETFs through the first half of next year.

The financial planning software developer is forming a strategic partnership with the annuities and life insurance firm.

The company created a turnkey system to help advisors produce biweekly videos, which are becoming more important in this social distancing environment.

Advisor Mike Ashworth used LPL’s Strategic Wealth Services, a premium independent affiliation model, to launch Ashworth Financial Group.

The Netherlands, Sweden and the United Kingdom got the top grades, making them the most investor-friendly on regulation and taxation.

Of U.S. investors with $100,000 or more in assets, the figure is slightly higher.