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

What banks can learn from Ryanair, the value of analyst research, precious metals and what light-touch regulaiton looks like.

Stress tests prove to be not so stressful, George Clooney toasts to a cool $1 billion, and green bonds feel some growing pains

Lockwood Advisors unveils portfolio offering built on American Funds

Travis Kalanick

Fun with stress tests, Uber alles, Qatar pivots, and SIFMA and FSI cry foul on FINRA

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

Pershing unveils open-consumption model for its technology solutions


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

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

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