The Daily Brief

SoFi members will receive free access to Edmit Plus, which provides data-driven recommendations on college affordability.

The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los Angeles.

Eric Bartoli was charged with engaging in a Ponzi scheme through the late 1990s, but federal authorities admit his prison time was double what was suggested, according to the Akron Beacon Journal.

Kamila McDonnough left Rutledge Financial Partners to join GRID 202 Partners.

The financial planning solution provider has introduced an easily accessible fee-for-service application to its platform

DFA report confirms that forward rates are the best indicator of future corporate bond returns. Other metrics 'aren’t telling us much new.'

Nancy Sumption has an extensive background in the public and private sectors, including stints in the U.S. intelligence community and the Department of Justice, according to the SEC.

Taxing virtual currencies has the potential to affect millions of taxpayers—of all ages.

Santa Clarita, Calif.-based Criterion Wealth Management Insurance Services recommended private real estate funds but failed to disclose 'significant' financial conflicts of interest, the SEC claims.

Dimitri Eliopoulos departed RMB after only eight months as wealth management chief to join Curi Capital as CEO.