Sponsored By
The Daily Brief

Featured on The Daily Brief

digital dollars
WealthTech
Personal Capital, Latest To Join Boom In Basic BankingPersonal Capital, Latest To Join Boom In Basic Banking

Move over traditional banks, credit unions and neo-banks—here’s how digital wealth management firms are doing checking and savings.

byDavis Janowski, Senior Technology Editor, WealthManagement.com
Jun 11, 2019
|
1 Min Read
Riskalyze office
RIA
Lori Hardwick To Lead Riskalyze Board As ChairmanLori Hardwick To Lead Riskalyze Board As Chairman
byDavis Janowski
Jun 11, 2019
1 Min Read
women support
Diversity & Inclusion
Ladenburg Thalmann Diversity Initiatives Aim to Assist Female and Next-Gen AdvisorsLadenburg Thalmann Diversity Initiatives Aim to Assist Female and Next-Gen Advisors
byPatrick Donachie
Jun 11, 2019
2 Min Read
madman jail
RIA
Connecticut Advisor Convicted of Fraud and Money LaunderingConnecticut Advisor Convicted of Fraud and Money Laundering
byDiana Britton
Jun 10, 2019
1 Min Read
Blucora office
RIA
Former Cetera Exec to Lead Blucora’s Wealth BusinessFormer Cetera Exec to Lead Blucora’s Wealth Business
byDiana Britton
Jun 7, 2019
1 Min Read
Facebook app
Digital Assets
Facebook's Crypto Around the Corner?Facebook's Crypto Around the Corner?
bySamuel Steinberger
Jun 7, 2019
1 Min Read

More from The Daily Brief

A TD Ameritrade sign.
WealthTech
TD Ameritrade Turns To Open Source Programming
TD Ameritrade Turns To Open Source Programming
Jun 7, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Ryan Shanks
WealthTech
FA Match's Newest Offering Is for a Seeming Competitor: Recruiters
FA Match's Newest Offering Is for a Seeming Competitor: Recruiters
Jun 6, 2019
|
1 Min Read
byDiana Britton, Managing Editor
Fidelity
WealthTech
Fidelity Managed Account Solution Coming in 2020
Fidelity Managed Account Solution Coming in 2020
Jun 6, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
LPL Financial sign
Industry News & Trends
Idaho Advising Trio Joins LPL
Idaho Advising Trio Joins LPL
Jun 5, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Morgan Stanley
Philanthropy
Morgan Stanley Attempts to Bridge the 'Valley of Death'
Morgan Stanley Attempts to Bridge the 'Valley of Death'
Jun 4, 2019
|
2 Min Read
byDavid H. Lenok, Senior Editor
Emigrant
RIA
Emigrant Partners Invests In $950 Million Arizona-Based RIA
Emigrant Partners Invests In $950 Million Arizona-Based RIA
Jun 4, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
Sallie Krawcheck Calls Out Betterment for Homogenous Instagram Post
Marketing
Sallie Krawcheck Calls Out Betterment for Homogenous Instagram Post
Sallie Krawcheck Calls Out Betterment for Homogenous Instagram Post
Jun 4, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
fidelity
ETFs
Fidelity Adds New Managers to Commission-Free ETF Lineup
Fidelity Adds New Managers to Commission-Free ETF Lineup
Jun 3, 2019
|
1 Min Read
byWealthManagement.com Staff
female-advisors.jpg
Industry News & Trends
New Retreat Offers Networking Opportunities for Female Advisors
New Retreat Offers Networking Opportunities for Female Advisors
Jun 3, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
Kestra sign
RIA
$175 Million Team Breaks Away From UBS for Kestra
$175 Million Team Breaks Away From UBS for Kestra
May 31, 2019
|
1 Min Read
byDiana Britton, Managing Editor
Facet Wealth Hires RIA Guru
RIA
Facet Wealth Hires RIA Guru
Facet Wealth Hires RIA Guru
May 30, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
LPL Financial
ETFs
LPL Plans ETF Fee Reduction for Summer
LPL Plans ETF Fee Reduction for Summer
May 30, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Carson Group building
Industry News & Trends
Carson Partners Poaches Waddell & Reed Team
Carson Partners Poaches Waddell & Reed Team
May 30, 2019
|
2 Min Read
bySamuel Steinberger, Senior Technology Editor
Plaid close up
WealthTech
Data Aggregator Plaid Hops the Pond
Data Aggregator Plaid Hops the Pond
May 29, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
SEC Seal
Regulation & Compliance
SEC: North Carolina RIA Misled and Overcharged Clients
SEC: North Carolina RIA Misled and Overcharged Clients
May 28, 2019
|
3 Min Read
byPatrick Donachie, Senior Reporter
Allianz building
WealthTech
Allianz Global Investors Adds PFaroe
Allianz Global Investors Adds PFaroe
May 28, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Robinhood co-CEO Vlad Tenev
WealthTech
Stock-Trading App Robinhood Valued at $7 Billion
Stock-Trading App Robinhood Valued at $7 Billion
May 28, 2019
|
1 Min Read
byDiana Britton, Managing Editor
Dimensional Fund Advisors signage
Mutual Funds
Mutual Funds With High Fees Tend to Underperform Benchmarks
Mutual Funds With High Fees Tend to Underperform Benchmarks
May 28, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
securities america building
IBD
Securities America Adds 3 Teams From IBD Dumped by Allianz
Securities America Adds 3 Teams From IBD Dumped by Allianz
May 24, 2019
|
1 Min Read
byDiana Britton, Managing Editor
crypto currencies phone
Digital Assets
Massive Crypto Exchange Offering Margin Trading 'Soon'
Massive Crypto Exchange Offering Margin Trading 'Soon'
May 24, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
businessman money markets
Financial Planning
Can Wealth Managers Scale? The Biggest Are The Least Profitable
Can Wealth Managers Scale? The Biggest Are The Least Profitable
May 24, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
SS-protest-sign.jpg
Retirement
In Some States 15% of the Population Collects Social Security
In Some States 15% of the Population Collects Social Security
May 24, 2019
|
3 Min Read
rapunzl-investments-app.jpg
WealthTech
Fidelity Sponsored College Investing Competition
Fidelity Sponsored College Investing Competition
May 23, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Monaco Grand Prix
High Net Worth
Forget the Hamptons, Monaco Is Where the Uber Wealthy Will Be This Weekend
Forget the Hamptons, Monaco Is Where the Uber Wealthy Will Be This Weekend
May 23, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
robo-evolution-750
WealthTech
Robo-Advising Market Could Reach $1.26 Trillion In Assets By 2023
Robo-Advising Market Could Reach $1.26 Trillion In Assets By 2023
May 22, 2019
|
2 Min Read
byDan Whateley, Intern
Kred Global Influencer Score 750 Kred Global Outreach Level 6 Number of LinkedIn Followers 16930 Number of Facebook Likes 1419 Twitter Followers 8220
RIA
LPL Financial Acquires Small B/D, Adding 30 Advisors
LPL Financial Acquires Small B/D, Adding 30 Advisors
May 22, 2019
|
1 Min Read
byDan Whateley, Intern
Morgan Stanley
Industry News & Trends
Salaries, Bonuses Increase at Single Family Offices
Salaries, Bonuses Increase at Single Family Offices
May 21, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
Raymond James had 3212 advisors last year up by only 19 from 2011
Wirehouse
Wells Fargo Loses $600 Million Team to Raymond James
Wells Fargo Loses $600 Million Team to Raymond James
May 21, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
Money
Retirement
SPARK Institute, The Retirement Advisor University to Offer Courses on Joint Platform
SPARK Institute, The Retirement Advisor University to Offer Courses on Joint Platform
May 21, 2019
|
2 Min Read
byPatrick Donachie, Senior Reporter
waddell-pittsburgh-stock-ticker2.jpg
WealthTech
Waddell & Reed Deploys Thomson ONE Technology
Waddell & Reed Deploys Thomson ONE Technology
May 20, 2019
|
2 Min Read
bySamuel Steinberger, Senior Technology Editor

Latest news

Robinood app phone
WealthTech
Robinhood Revenue Doubles, Fueled by Surge in Crypto Trading
Robinhood Revenue Doubles, Fueled by Crypto Trading

Feb 12, 2025

couple holding hands heart
Sponsored Content
Cupid Calling: The Power of the Re-Proposal
Cupid Calling: The Power of the Re-Proposal

Feb 12, 2025

CFPB office HQ
Regulation & Compliance
CFPB Disarray Puts Future Fintech, Bank Oversight Into Question
CFPB Disarray Puts Future Fintech, Bank Oversight Into Question

Feb 12, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices