Intelligent Advisor http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en Schwab Adds Nine ETFs to OneSource Program http://wealthmanagement.com/blog/schwab-adds-nine-etfs-onesource-program <div class="node-body blog-body">Schwab added another ETF provider and a total of nine new ETFs to its commission-free ETF investing program. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/schwab-adds-nine-etfs-onesource-program" target="_blank">read more</a></p> http://wealthmanagement.com/blog/schwab-adds-nine-etfs-onesource-program#comments Industry Intelligent Advisor Wed, 01 Jul 2015 12:43:00 +0000 934531 at http://wealthmanagement.com Former $3B Deutsche Bank Advisors Launch California RIA http://wealthmanagement.com/blog/former-3b-deutsche-bank-advisors-launch-california-ria <div class="node-body blog-body">A San Francisco-based advisory team from Deutsche Bank with $3 billion in client assets launched Intellectus Partners as part of the Dynasty network on Monday.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/former-3b-deutsche-bank-advisors-launch-california-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/former-3b-deutsche-bank-advisors-launch-california-ria#comments People RIAs Blogs Intelligent Advisor Mon, 29 Jun 2015 17:45:00 +0000 933451 at http://wealthmanagement.com Ballers Episode 2: Navigating Family Dynamics http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics <div class="node-body blog-body"><p>While still overly dramatic, HBO&rsquo;s Ballers&rsquo; second outing proved more realistic in&nbsp;exploring the dynamics financial advisors must navigate when dealing with professional athletes&rsquo; family and friends.&nbsp;(<strong>Warning, spoilers ahead.</strong>)</p></div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics#comments Industry Blogs Client Relations Intelligent Advisor Mon, 29 Jun 2015 06:13:00 +0000 932701 at http://wealthmanagement.com Advisors, Firms React to Gay Marriage Ruling on Twitter http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter <div class="node-body blog-body">Many firms and advisors showed their support for the Supreme Court's same-sex marriage ruling on Twitter Friday. Here are some of the highlights. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter#comments Industry Legal Blogs Intelligent Advisor Fri, 26 Jun 2015 16:56:00 +0000 931731 at http://wealthmanagement.com <p>Copyright&nbsp;Alex Wong,&nbsp;Getty Images</p> AutoPilot Goes Live http://wealthmanagement.com/blog/autopilot-goes-live <div class="node-body blog-body">AutoPilot, a collection of robo tools for human advisors developed by Riskalyze and CLS Investments, went live Thursday. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/autopilot-goes-live" target="_blank">read more</a></p> http://wealthmanagement.com/blog/autopilot-goes-live#comments Technology Intelligent Advisor Thu, 25 Jun 2015 15:04:00 +0000 930441 at http://wealthmanagement.com Alternative Investments Clouded by Industry Jargon http://wealthmanagement.com/blog/alternative-investments-clouded-industry-jargon <div class="node-body blog-body">A new study shows that even though investors are interested in adding alternative investments to their portfolio, they are turned off by industry jargon. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/alternative-investments-clouded-industry-jargon" target="_blank">read more</a></p> http://wealthmanagement.com/blog/alternative-investments-clouded-industry-jargon#comments Industry Intelligent Advisor Wed, 24 Jun 2015 20:06:00 +0000 929831 at http://wealthmanagement.com Ballers Episode 1: Breaking Down the Truths and Myths http://wealthmanagement.com/blog/ballers-episode-1-breaking-down-truths-and-myths <div class="node-body blog-body">In the pilot episode of "Ballers," Dwayne “The Rock” Johnson is introduced as a retired NFL player turned financial manager. Here's what the show gets right or wrong about advisors so far.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ballers-episode-1-breaking-down-truths-and-myths" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-1-breaking-down-truths-and-myths#comments Industry People Blogs Prospecting Intelligent Advisor Mon, 22 Jun 2015 06:10:00 +0000 927151 at http://wealthmanagement.com Financial Planning Doesn't Pay http://wealthmanagement.com/blog/financial-planning-doesnt-pay <div class="node-body blog-body">Financial planners offer more services than their investment planner peers, yet earn less for their efforts. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/financial-planning-doesnt-pay" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-planning-doesnt-pay#comments Industry Blogs Intelligent Advisor Fri, 19 Jun 2015 19:19:00 +0000 926811 at http://wealthmanagement.com <p>villagemoon/iStock/Thinkstock</p> Industry Needs to Step Up Opportunities for Women http://wealthmanagement.com/blog/industry-needs-step-opportunities-women <div class="node-body blog-body">Half of millennial women believe promotions in the financial services industry are biased toward men, according to a new PwC report. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/industry-needs-step-opportunities-women" target="_blank">read more</a></p> http://wealthmanagement.com/blog/industry-needs-step-opportunities-women#comments Industry Blogs Careers Intelligent Advisor Wed, 10 Jun 2015 14:26:00 +0000 920041 at http://wealthmanagement.com Capital One Merges Advisory Business With Online Investment Platform http://wealthmanagement.com/blog/capital-one-merges-advisory-business-online-investment-platform <div class="node-body blog-body">Capital One's plan to enhance its advisory business also means its in-house advisors are getting new tools, including rollouts of MoneyGuidePro and Envestnet.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/capital-one-merges-advisory-business-online-investment-platform" target="_blank">read more</a></p> http://wealthmanagement.com/blog/capital-one-merges-advisory-business-online-investment-platform#comments Technology Intelligent Advisor Tue, 09 Jun 2015 20:33:00 +0000 918581 at http://wealthmanagement.com