Sponsored By
The Daily Brief

Featured on The Daily Brief

U.S. Rep. Patrick McHenry
Regulation & Compliance
Republican Congressman Ranks Cybersecurity, FinTech High on the Priority ListRepublican Congressman Ranks Cybersecurity, FinTech High on the Priority List

Patrick McHenry says the House should look closely at the effectiveness of regulators' fintech innovation initiatives, as well as the industry's readiness to protect personal information.

byDiana Britton, Managing Editor
Jan 25, 2019
|
1 Min Read
Riskalyze CEO Aaron Klein
WealthTech
Riskalyze Integrates With AdvyzonRiskalyze Integrates With Advyzon
bySamuel Steinberger
Jan 24, 2019
1 Min Read
Instasgram
WealthTech
Hearsay Adds Instagram SupportHearsay Adds Instagram Support
bySamuel Steinberger
Jan 23, 2019
1 Min Read
Atlanta city
Wirehouse
More Top Brokers Join Rockefeller in AtlantaMore Top Brokers Join Rockefeller in Atlanta
byMichael Thrasher
Jan 23, 2019
2 Min Read
digital dollar
Digital Assets
Banks Should Worry About Innovation, Not CryptosBanks Should Worry About Innovation, Not Cryptos
bySamuel Steinberger
Jan 22, 2019
1 Min Read
A BlackRock office building in New York City..
Equities
BlackRock: Advisors Are Overweight Equities and Ill Prepared for 2019BlackRock: Advisors Are Overweight Equities and Ill Prepared for 2019
byMichael Thrasher
Jan 19, 2019
1 Min Read

More from The Daily Brief

Practice Mergers and Acquisitions
RIA
Two Southern California Firms Merge to Create $3.7 Billion RIA
Two Southern California Firms Merge to Create $3.7 Billion RIA
Jan 19, 2019
|
1 Min Read
byDiana Britton, Managing Editor
digital dollar sign
WealthTech
Blackstone's New Hire Has SigFig Ties
Blackstone's New Hire Has SigFig Ties
Jan 19, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Michael Kitces
Industry News & Trends
XYPN Advisors Offer Free Financial Advice During Shutdown
XYPN Advisors Offer Free Financial Advice During Shutdown
Jan 18, 2019
|
2 Min Read
bySamuel Steinberger, Senior Technology Editor
bankruptcy books
WealthTech
Bankruptcy Software Upsolve Gets Push from Tech Accelerator
Bankruptcy Software Upsolve Gets Push from Tech Accelerator
Jan 18, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
phonepromo.jpg
Wirehouse
Advisor Returns to LPL After Less Than a Year With Another IBD
Advisor Returns to LPL After Less Than a Year With Another IBD
Jan 18, 2019
|
1 Min Read
byDiana Britton, Managing Editor
broken bone cast
WealthTech
Breaking A Bone Preferable To Buying A Home
Breaking A Bone Preferable To Buying A Home
Jan 17, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Alexandria Ocasio-Cortez
RIA
Should Ocasio-Cortez Worry Wall Street?
Should Ocasio-Cortez Worry Wall Street?
Jan 17, 2019
|
1 Min Read
byWealthManagement.com Staff
Ladenburg Thalmann
Industry News & Trends
Ladenburg to Provide Consulting on Advanced Planning Issues
Ladenburg to Provide Consulting on Advanced Planning Issues
Jan 16, 2019
|
1 Min Read
byDiana Britton, Managing Editor
running growth
Investment
Boston-Based LPL Firm Expects to Grow By $1 Billion in 2019
Boston-Based LPL Firm Expects to Grow By $1 Billion in 2019
Jan 16, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
Apple Pay
WealthTech
TD Ameritrade Allows Apple Pay Funding for Brokerage Accounts
TD Ameritrade Allows Apple Pay Funding for Brokerage Accounts
Jan 16, 2019
|
2 Min Read
bySamuel Steinberger, Senior Technology Editor
commonwealth
Industry News & Trends
New York-Based Team With $500 Million in AUM Joins Commonwealth
New York-Based Team With $500 Million in AUM Joins Commonwealth
Jan 15, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
mobile trading app
WealthTech
U.S. Banks Hold Tech Lead Over Europe
U.S. Banks Hold Tech Lead Over Europe
Jan 15, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Anil Arora Yodlee
WealthTech
Yodlee CEO to Step Down Amid Envestnet Reorganization
Yodlee CEO to Step Down Amid Envestnet Reorganization
Jan 11, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
New York Stock Exchange
ETFs
Bitwise Files For New Bitcoin ETF That NYSE Arca Seeks to List
Bitwise Files For New Bitcoin ETF That NYSE Arca Seeks to List
Jan 11, 2019
|
2 Min Read
byMichael Thrasher, Staff Writer
N26
WealthTech
Mobile Banking Startup N26 Receives $300 Million, Targets US Market
Mobile Banking Startup N26 Receives $300 Million, Targets US Market
Jan 11, 2019
|
2 Min Read
bySamuel Steinberger, Senior Technology Editor
Maxine Waters
Regulation & Compliance
Maxine Waters: Put the SEC Back to Work
Maxine Waters: Put the SEC Back to Work
Jan 10, 2019
byDiana Britton, Managing Editor
Wells Fargo ATMs.
Client Relations
Your Clients' Kids Want to Meet With You
Your Clients' Kids Want to Meet With You
Jan 10, 2019
|
2 Min Read
byMichael Thrasher, Staff Writer
United Capital GuideCenter app
WealthTech
United Capital Brings Mobile App to Clients
United Capital Brings Mobile App to Clients
Jan 10, 2019
|
1 Min Read
byDiana Britton, Managing Editor
John R. Schneider III and his husband
RIA
Following Trip To Vegas, Former Schwab Advisor Feared Bankruptcy
Following Trip To Vegas, Former Schwab Advisor Feared Bankruptcy
Jan 9, 2019
|
2 Min Read
bySamuel Steinberger, Senior Technology Editor
captrust
Real Estate
Endowments and Foundations Need to Rethink Their Investment Expectations
Endowments and Foundations Need to Rethink Their Investment Expectations
Jan 9, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
businessman money markets
RIA
RIAs Stealing Clients From Commission-Based Brokers, Self-Directed Platforms
RIAs Stealing Clients From Commission-Based Brokers, Self-Directed Platforms
Jan 9, 2019
|
1 Min Read
byDiana Britton, Managing Editor
Joel Worsfold
Financial Planning
Carson Wealth Takes Stake in Worsfold Wealth Management
Carson Wealth Takes Stake in Worsfold Wealth Management
Jan 8, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
millennium trust
Alternative Investments
Private Equity Firm Abry Partners to Buy Millennium Trust
Private Equity Firm Abry Partners to Buy Millennium Trust
Jan 7, 2019
|
1 Min Read
byDiana Britton, Managing Editor
Brokercheck
Regulation & Compliance
Stanford Analysis Pokes Holes in FINRA’s BrokerCheck
Stanford Analysis Pokes Holes in FINRA’s BrokerCheck
Jan 4, 2019
|
1 Min Read
byDiana Britton, Managing Editor
Five Deeps Expedition, Caladan Oceanic LLC
RIA
Wealthy Thrillseekers in a Race to the Bottom (of the Ocean)
Wealthy Thrillseekers in a Race to the Bottom (of the Ocean)
Jan 3, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
money coin bridge merger
Regulation & Compliance
Consulting Firm Foreside to Acquire NCS Regulatory Compliance
Consulting Firm Foreside to Acquire NCS Regulatory Compliance
Jan 3, 2019
|
1 Min Read
byDiana Britton, Managing Editor
SEC Seal
Regulation & Compliance
Lightyear Fined for Expense Allocation, Fee-Sharing Practices
Lightyear Fined for Expense Allocation, Fee-Sharing Practices
Jan 3, 2019
|
2 Min Read
byDiana Britton, Managing Editor
A taxi with a Betterment ad on the hood.
Financial Planning
Betterment’s 2019 Goals Are Mobile, Financial Planning
Betterment’s 2019 Goals Are Mobile, Financial Planning
Jan 3, 2019
|
2 Min Read
bySamuel Steinberger, Senior Technology Editor
Peter Raimondi
Financial Planning
Peter Raimondi’s Dakota Wealth Management Makes Third Acquisition
Peter Raimondi’s Dakota Wealth Management Makes Third Acquisition
Jan 3, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
businessman data flow
WealthTech
Mutual Funds Inspire Digital Property Funds
Mutual Funds Inspire Digital Property Funds
Dec 31, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

Latest news

Kabir Sethi
Artificial Intelligence
Kabir Sethi Joins Board Of AI Startup Zeplyn
Kabir Sethi Joins Board Of AI Startup Zeplyn

Feb 13, 2025

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

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