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Morning Brief

4/16/21 | Morning Brief

Morning Brief: Robinhood Sues after Massachusetts Revokes B-D License

Morning Brief: Gensler’s Confirmation Ushers in New Regulatory Era

4/15/21 | Morning Brief

Top stories from around the web.

Morning Brief: Tech Keeps Indexes in the Green Despite Economic Worries

Morning Brief: Consumer Prices Rise Most Since 2012

4/14/21 | Morning Brief

Top stories from around the web.

Morning Brief: Stocks Tick Lower as Investors Await Earnings, Inflation Report

4/13/21 | Morning Brief

Top stories from around the web.

Morning Brief: Earnings Season Kicks Off With Stocks at All-Time Highs

4/12/21 | Morning Brief

Top stories from around the web.

Morning Brief: New Investors Flood onto Retail Platforms

4/9/21 | Morning Brief

Top stories from around the web.

Morning Brief: Fed Sticks with Low-Rate Policy

4/8/21 | Morning Brief

Top stories from around the web.

Morning Brief: New York Money Managers Mull Exit over Possible Tax Hikes

4/7/21 | Morning Brief

Top stories from around the web.

Morning Brief: Dow, S&P Notch Records on Recovery

4/6/21 | Morning Brief

Top stories from around the web.

Morning Brief: Speculative Stocks to Face Reckoning as Buzz Fades

4/5/21 | Morning Brief

Top stories from around the web.

Morning Brief: Robinhood Sobers Up, Cans the Confetti

4/1/21 | Morning Brief

Top stories from around the web.

Morning Brief: Wells Fargo Sets Labor Day Target for Return to Office

3/31/21 | Morning Brief

Top stories from around the web.

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CORONACRASH NEWS

Fed to End Covid-19 Capital Break It Gave Wall Street Banks
Mar 19, 2021
Credit Suisse Replaces U.S. Exec, Halts Bonuses as Clients Fume
Mar 18, 2021
Firing of Billion-Dollar Broker Sends Warning on Work-from-Home Compliance
Mar 12, 2021
Big U.S. Banks’ Vows to Halt Job Cuts End as Virus Endures
Feb 26, 2021
Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors
Feb 25, 2021

NEWS

This Week’s Top 5: Merrill Targets Seasoned Brokers in Key Markets, J.P. Morgan Advisors Replaces CEO, and More
Apr 17, 2021
Focus Financial Cuts Exec Comp, CEO Pay Falls 16.6%
Apr 16, 2021
Morgan Stanley Net New Assets Hit Record $105 Billion in First Quarter
Apr 16, 2021
Rockefeller Lures $2.2-Million Merrill Team in Michigan
Apr 16, 2021
Morgan Stanley Burned by $911 Million Hit on Archegos Blowup
Apr 16, 2021

Recruiting Winners: 2020 Year in Review

FINANCIAL INDUSTRY PODCASTS

All Independence

The must listen-to podcast for financial advisors by Tony Sirianni. Guests to include:
-Ron Kruszewski
-Shirl Penney
-Penny Pennington
-Eric Clarke
and many more

Incisive conversations focused on helping investors navigate the ever-changing global market landscape

Michael Kitces and Carl Richards discuss financial advising topics.

The “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients.

Interviews and insights for advisors curious about switching to a new broker dealer.

The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients.

Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.

As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.

Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.

Go behind the scenes with registered investment advisors and other related independent business model experts

As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space.

The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich.

An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase

Jay is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors.

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.

A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.

Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.

The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being.

Timeless wisdom, actionable information you can use right now to make smarter investment decisions.

Made for and dedicated to those folks serious about their financial plan.

Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.

Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.

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Industry focused content and breaking news.

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