Stay ahead of the rate —
and the regulator.
SEC filings, CFPB enforcement, rate signals, and competitor firm moves — distilled into a morning briefing for advisors who'd rather lead the client conversation than chase it.
For RIAs, wealth managers, and community lenders · $0 today · 7-day free trial
Why it matters
The moves that cost you when you find out late.
Regulation moves faster than your inbox
SEC filings and CFPB actions reshape the landscape. We surface the ones relevant to your book the day they post.
Clients ask before you've read the news
Rate moves and market headlines drive client calls. We hand you the talking points first thing.
Competitor firms grow quietly
Acquisitions, product launches, and advisor departures change your local market. We track the moves that matter.
Sample · Daily briefing
Your Financial Advisors morning briefing
- Regulatory
New SEC marketing-rule guidance affects how two competitors advertise performance — and what you're now able to.
- Rate
The 10-year moved 18bps this week; here are three talking points for client review calls.
- Competitor
A local RIA lost a senior advisor managing ~$120M — those client relationships are in play.
Recommended action
Send a short rate-move note to top clients and reach out to the open RIA's referral sources.
Illustrative example. Your real briefing names your competitors, your market, and the day's actual signals.
What you get
Your briefing, section by section.
Regulatory & rate signals
SEC filings, CFPB enforcement, FRED rate signals, and the regulatory news relevant to your practice.
Competitor firm moves
Acquisitions, product launches, and advisor departures from the firms in your market.
Market & client sentiment
Market sentiment, client-relevant financial news, and the industry conversation to bring to reviews.
We watch the firms competing for your clients and talent — and dozens of sources like these:
From signup to your first briefing in minutes
- 1
Paste your website
We read it and fill in what we can. You fix anything we got wrong.
- 2
Say what matters most
Three quick choices set the balance: what to act on, how your market is moving, what's headed your way.
- 3
Read it with your coffee
A short briefing every morning: what changed, and the two or three moves worth making today.
Guides for financial advisors
Stop guessing what your market is doing.
Tell us about your business and get your first financial advisors briefing this week.