SmartBrief Originals
News and original analysis on the finance and accounting sectors.

Lockwood Advisors unveils portfolio offering built on American Funds

Research offers advisors insights on how to win business from young, high-net-worth clients

Pershing rolls out no-transaction-fee ETF platform for NetX360 users


Another boo-boo at Barclays, a boon for custody banks, the ongoing public pension debacle, and Bowen bolts from the CFTC,

Pershing unveils open-consumption model for its technology solutions

Kansas Jayhawk mascot

Skin in the game set to get burned, Kansas tax plan woes, parking oil offshore and Barclays is on pins and needles.

Aaron Rodgers

FBI wisdom on cyersecurity at INSITE 2017, Aaron Rodgers shares his narrative, Fed to share more stress test info and Amazon goes grocery shopping

Janet Yellen

Defining and dissecting a "bunny" market, Pershing launches no-transaction-fee ETF platform, OFR in the crosshairs and JPMorgan has a daddy problem

Former Treasury Secretary Jack Lew

Jack Lew shares his insights at INSITE 2017, Chris Cox comes out of witness protection, Virtu taps Greifeld for chairman

Cristiano Ronaldo

Gorman weighs in on Dodd-Frank, JPMorgan shows some character, Bill Gross sounds alarm for global markets, the tax man cometh for Ronaldo and the Qataris ponder the hotel biz.

Big banks battle Venmo, Mike Mayo finds a home, Peer pressure from Google on rooftop solar

Smarsh survey highlights firms’ struggle to keep up with electronic communications

The rise of mobile devices, text messaging represents increased compliance risks for financial services firms

Arthur Laffer

The laughable tax theory of Kansas is about to go national, Liquidity requirements still have doubters, and Goldman Sachs weigh fintech in Brazil

General Electric CEO Jeff Immelt

America's anti-motherhood policies, Reforming OTC derivatives, Pain at one bank in Spain, and GE is not all-in on America First

Barclays Chairman John McFarlane

The poetry and prose of Jes Staley, AIG hopes the fourth time is the charm, Goldman Sachs wants everyone into the dark pool, and get ready for laptop lunacy in the skies over the Atlantic