Intelligent Advisor http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en John Hancock Acquires Guide Financial http://wealthmanagement.com/blog/john-hancock-acquires-guide-financial <div class="node-body blog-body">Continuing the trend of of insurance companies picking up financial planning technology, John Hancock announced an acquisition of Guide Financial, an automated financial planning tool. </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/john-hancock-acquires-guide-financial" target="_blank">read more</a></p> http://wealthmanagement.com/blog/john-hancock-acquires-guide-financial#comments News Intelligent Advisor Tue, 26 May 2015 18:54:00 +0000 905131 at http://wealthmanagement.com Broadridge to Buy Lipper's Fiduciary Services and Competitive Intelligence Unit http://wealthmanagement.com/blog/broadridge-buy-lippers-fiduciary-services-and-competitive-intelligence-unit <div class="node-body blog-body">Broadridge's acquisition of the Thomson Reuters unit will expand the capabilities of its Access Data suite for its mutual fund and retirement business. </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/broadridge-buy-lippers-fiduciary-services-and-competitive-intelligence-unit" target="_blank">read more</a></p> http://wealthmanagement.com/blog/broadridge-buy-lippers-fiduciary-services-and-competitive-intelligence-unit#comments Industry Intelligent Advisor Thu, 21 May 2015 21:29:00 +0000 902111 at http://wealthmanagement.com CircleBlack Expands Account Aggregator To Android Devices http://wealthmanagement.com/blog/circleblack-expands-account-aggregator-android-devices <div class="node-body blog-body">CircleBlack, an online account aggregator and wealth management platform, is now available on Android devices.</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/circleblack-expands-account-aggregator-android-devices" target="_blank">read more</a></p> http://wealthmanagement.com/blog/circleblack-expands-account-aggregator-android-devices#comments Technology Blogs Intelligent Advisor Tue, 19 May 2015 20:27:00 +0000 897741 at http://wealthmanagement.com Cold Calling Is Still Terrible http://wealthmanagement.com/blog/cold-calling-still-terrible <div class="node-body blog-body">In a recent post on the popular Humans of New York website, photographer Brandon Stanton captured a moment with AXA advisor Mike Grady, who candidly spoke about the struggles young advisors face.</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/cold-calling-still-terrible" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cold-calling-still-terrible#comments Industry People Blogs Intelligent Advisor Tue, 19 May 2015 20:09:00 +0000 897751 at http://wealthmanagement.com YCharts Raises Another $6 Million in VC Funding http://wealthmanagement.com/blog/ycharts-raises-another-6-million-vc-funding <div class="node-body blog-body">To help grow its web-based financial terminal, Chicago-based startup YCharts raised another $6 million in a round of funding led by Morningstar.</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/ycharts-raises-another-6-million-vc-funding" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ycharts-raises-another-6-million-vc-funding#comments Technology Intelligent Advisor Tue, 19 May 2015 16:01:00 +0000 897661 at http://wealthmanagement.com CFP Doubles Awareness of Designation Among Investors http://wealthmanagement.com/blog/cfp-doubles-awareness-designation-among-investors <div class="node-body blog-body">Five years later, just over a third of investors recognize the certified financial planning certification without prompting.</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/cfp-doubles-awareness-designation-among-investors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cfp-doubles-awareness-designation-among-investors#comments Industry Blogs Intelligent Advisor Tue, 19 May 2015 15:21:00 +0000 897591 at http://wealthmanagement.com Investors Still Prefer Human Advisors Over Computers http://wealthmanagement.com/blog/investors-still-prefer-human-advisors-over-computers <div class="node-body blog-body">A majority of investors still aren't sold on "robo" advice solutions, according to a new survey from Schwab.</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/investors-still-prefer-human-advisors-over-computers" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-still-prefer-human-advisors-over-computers#comments Technology Blogs Intelligent Advisor Tue, 12 May 2015 18:15:00 +0000 889791 at http://wealthmanagement.com <p>Photo by Jeff J Mitchell/Getty Images</p> El-Erian: Stop Selling Products, Start Talking to Millennials http://wealthmanagement.com/blog/el-erian-stop-selling-products-start-talking-millennials <div class="node-body blog-body">To attract millennial investors, financial firms and advisors need to offer personalized advice, not products. </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/el-erian-stop-selling-products-start-talking-millennials" target="_blank">read more</a></p> http://wealthmanagement.com/blog/el-erian-stop-selling-products-start-talking-millennials#comments Industry Blogs Intelligent Advisor Thu, 07 May 2015 15:08:00 +0000 878031 at http://wealthmanagement.com <p>Mohamed&nbsp;El<a href="https://business.linkedin.com/marketing-solutions/company-pages/e/15/finance-connect-ny15/speakers/speakers/mohamed-el-erian"><span data-scayt-word="El-Erian">-</span></a><span data-scayt-word="El-Erian">Erian</span>&nbsp;on stage with&nbsp;Jill&nbsp;<span data-scayt-word="Schlesinger">Schlesinger</span>, business analyst for&nbsp;CBS News, at the LinkedIn&#39;s&nbsp;<span data-scayt-word="FinanceConnect">FinanceConnect</span>&nbsp;conference.&nbsp;</p> Envestnet Acquires Finance Logix http://wealthmanagement.com/blog/envestnet-acquires-finance-logix <div class="node-body blog-body">Envestnet announced that it acquired Finance Logix, a company that provides goal-based financial planning software, for a mix of cash, stock and options. </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/envestnet-acquires-finance-logix" target="_blank">read more</a></p> http://wealthmanagement.com/blog/envestnet-acquires-finance-logix#comments Technology Intelligent Advisor Wed, 06 May 2015 21:20:00 +0000 875531 at http://wealthmanagement.com IRS Real Winner in Mayweather vs. Pacquiao Fight http://wealthmanagement.com/blog/irs-real-winner-mayweather-vs-pacquiao-fight <div class="node-body blog-body">Doesn't matter how much is won during Saturday's "Fight of the Century," it's important to keep in mind the IRS is the real winner. </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/irs-real-winner-mayweather-vs-pacquiao-fight" target="_blank">read more</a></p> http://wealthmanagement.com/blog/irs-real-winner-mayweather-vs-pacquiao-fight#comments Taxes Blogs Intelligent Advisor Thu, 30 Apr 2015 20:23:00 +0000 861061 at http://wealthmanagement.com <p><em>Copyright Ethan Miller, Getty Images</em></p>