The Daily Brief

Fifty-five percent of investors consider themselves 'traditionalists,' while 45% identify as 'trailblazers,' according to a new survey by Edward Jones and Dow Jones Intelligence.

CLS is launching direct indexing to provide tax-loss harvesting opportunities for advisors using FTJ FundChoice.

The incident has caused racial tensions in Anguilla, the Caribbean island where it occurred.

David Ballard will lead Ladenburg Thalmann’s new initiative to enhance the advisor experience across its broker/dealers.

In addition to the new wealth management platform partnership, IFP advisors will have access to model portfolios from WisdomTree.

The automated investing program's cash account feature netted $1 billion after just a few months.

A new Morningstar report suggests there is broader support for sustainable investments, beyond women and millennials.

Rochester, N.Y.-based Meliora Wealth Management and Allied Financial Partners are joining an office of supervisory jurisdiction of Securities America from Cambridge Investment Research.

Morningstar digs into several funds that meet a 'sustainable' threshold.

Investor- and trader-focused social network Stocktwits will be launching a commission-free trading app by the end of June.