Terms of Service
Last updated: July 16, 2026
These Terms of Service ("Terms") govern your use of The Advisor's
Daily Brief (the "Service"), provided by Advisor's Daily Brief LLC. By
creating an account, you agree to these Terms.
What the Service is
The Advisor's Daily Brief is a publisher and research tool,
not an investment adviser. Content is informational and
educational only. Nothing in the Service constitutes investment,
legal, tax, or compliance advice, and nothing should be interpreted
as a recommendation to buy, sell, or hold any security or product.
Talking points and summaries are suggested educational angles for
your own client conversations — always apply your own professional
judgment and your firm's compliance review process.
Eligibility
The Service is intended for licensed financial professionals
(independent advisors, RIAs, and similar) acting in their professional
capacity. You must be at least 18 years old to create an account.
Your account
- You're responsible for keeping your login credentials secure and for all activity under your account.
- Do not enter confidential client information, proprietary firm data, or anything you wouldn't share with a third-party AI service — the Service uses AI to process your inputs (see Privacy Policy).
Subscription and billing
- Paid plans are billed monthly or annually via Stripe, our payment processor.
- New subscriptions include a 7-day free trial. A valid payment method is required to start the trial — you will be charged automatically when the trial ends unless you cancel first.
- Founding-member pricing ($29/mo or $290/yr) is available until September 15, 2026, and is locked for the life of your subscription if you sign up before then. Standard pricing ($39/mo or $390/yr) applies after that date.
- You can cancel anytime from your account's billing portal; cancellation takes effect at the end of the current billing period.
- All subscription fees are non-refundable. You may cancel at any time to stop future billing; no partial or prorated refunds are issued for the current billing period.
Acceptable use
You agree not to:
- Scrape, resell, or redistribute the Service's content or briefings without permission
- Use the Service to provide investment advice to the public while representing it as unmediated advice from the Service itself
- Attempt to interfere with or reverse-engineer the Service
- Use the Service for any unlawful purpose
Disclaimers
The Service is provided "as is." We do not guarantee the accuracy,
completeness, or timeliness of any news, data, or AI-generated content.
Financial markets and regulations change quickly — always verify
time-sensitive information against primary sources before acting on
it or communicating it to clients.
Limitation of liability
To the maximum extent permitted by law, Advisor's Daily Brief LLC is
not liable for any indirect, incidental, or consequential damages
arising from your use of the Service, including decisions made based on
content in the Service.
Termination
We may suspend or terminate your access to the Service if you
violate these Terms. You may stop using the Service and cancel your
subscription at any time.
Governing law
These Terms are governed by the laws of the State of Arizona, without
regard to conflict-of-laws principles.
Changes to these Terms
We may update these Terms from time to time. Continued use of the
Service after changes take effect constitutes acceptance of the
updated Terms.
Contact
Questions about these Terms: brief@advisorsdailybrief.com