Intelligent Advisor http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en Schwab's New Low-Cost Target Date Mutual Fund Built On ETFs http://wealthmanagement.com/blog/schwabs-new-low-cost-target-date-mutual-fund-built-etfs <div class="node-body blog-body">Schwab claims they are the lowest-cost target date mutual funds on the market. </div> <p><a href="http://wealthmanagement.com/blog/schwabs-new-low-cost-target-date-mutual-fund-built-etfs" target="_blank">read more</a></p> http://wealthmanagement.com/blog/schwabs-new-low-cost-target-date-mutual-fund-built-etfs#comments ETFs Mutual Funds Intelligent Advisor Fri, 26 Aug 2016 16:29:00 +0000 1297941 at http://wealthmanagement.com Nuveen Launches Online Alternative Investment Service http://wealthmanagement.com/blog/nuveen-launches-online-alternative-investment-service <div class="node-body blog-body">Nuveen sees alternatives playing an increasingly important role in building portfolios for high net worth investors.</div> <p><a href="http://wealthmanagement.com/blog/nuveen-launches-online-alternative-investment-service" target="_blank">read more</a></p> http://wealthmanagement.com/blog/nuveen-launches-online-alternative-investment-service#comments Technology Alternative Investments Intelligent Advisor Tue, 09 Aug 2016 20:38:00 +0000 1270201 at http://wealthmanagement.com Compliance Is Not Keeping Pace With Advisors' Digital Demands http://wealthmanagement.com/blog/compliance-not-keeping-pace-advisors-digital-demands <div class="node-body blog-body">Firms' processes for digital archiving aren't keeping up with modern communication like text messaging and social media. </div> <p><a href="http://wealthmanagement.com/blog/compliance-not-keeping-pace-advisors-digital-demands" target="_blank">read more</a></p> http://wealthmanagement.com/blog/compliance-not-keeping-pace-advisors-digital-demands#comments Technology Intelligent Advisor Fri, 15 Jul 2016 16:05:00 +0000 1238441 at http://wealthmanagement.com Legg Mason Buys Into Online Advice http://wealthmanagement.com/blog/legg-mason-buys-online-advice <div class="node-body blog-body">The Baltimore firm is the latest asset manager to get into the online advice game with its majority investment in online financial advice firm Financial Guard. </div> <p><a href="http://wealthmanagement.com/blog/legg-mason-buys-online-advice" target="_blank">read more</a></p> http://wealthmanagement.com/blog/legg-mason-buys-online-advice#comments Technology Intelligent Advisor Fri, 08 Jul 2016 18:01:00 +0000 1231681 at http://wealthmanagement.com CFP Board: To Work, Diversity Initiatives Need Buy-in From the Top http://wealthmanagement.com/blog/cfp-board-work-diversity-initiatives-need-buy-top <div class="node-body blog-body">We won't see more women or more diverse advisors until the C-suite level executives fully embrace these initiatives, set goals and make it a priority, says the CFP Board. </div> <p><a href="http://wealthmanagement.com/blog/cfp-board-work-diversity-initiatives-need-buy-top" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cfp-board-work-diversity-initiatives-need-buy-top#comments Industry Blogs Intelligent Advisor Tue, 21 Jun 2016 18:09:00 +0000 1215051 at http://wealthmanagement.com ECHELON Partners Brings Investment Banking to WealthTECH Firms http://wealthmanagement.com/blog/echelon-partners-brings-investment-banking-wealthtech-firms <div class="node-body blog-body">ECHELON will offer its investment banking capabilities to tech companies building products for advisors. </div> <p><a href="http://wealthmanagement.com/blog/echelon-partners-brings-investment-banking-wealthtech-firms" target="_blank">read more</a></p> http://wealthmanagement.com/blog/echelon-partners-brings-investment-banking-wealthtech-firms#comments Technology Intelligent Advisor Wed, 15 Jun 2016 19:14:00 +0000 1210391 at http://wealthmanagement.com John Oliver Takes on Retirement Plans http://wealthmanagement.com/blog/john-oliver-takes-retirement-plans <div class="node-body blog-body">Comedian John Oliver uses his HBO comedy show to examine 401(k) plans, the fiduciary rule and financial advisors. </div> <p><a href="http://wealthmanagement.com/blog/john-oliver-takes-retirement-plans" target="_blank">read more</a></p> http://wealthmanagement.com/blog/john-oliver-takes-retirement-plans#comments Industry Intelligent Advisor Mon, 13 Jun 2016 17:43:00 +0000 1207761 at http://wealthmanagement.com Pershing Shifting to Open-Architecture Approach to Technology http://wealthmanagement.com/blog/pershing-shifting-open-architecture-approach-technology <div class="node-body blog-body">Pershing kicked off its INSITE conference by introducing new integrations with third-party digital advice companies. </div> <p><a href="http://wealthmanagement.com/blog/pershing-shifting-open-architecture-approach-technology" target="_blank">read more</a></p> http://wealthmanagement.com/blog/pershing-shifting-open-architecture-approach-technology#comments Technology Blogs Intelligent Advisor Mon, 06 Jun 2016 21:18:00 +0000 1202271 at http://wealthmanagement.com Test Your Financial Movie Knowledge http://wealthmanagement.com/blog/test-your-financial-movie-knowledge <div class="node-body blog-body">How well do you know movies about finance and Wall Street? Test your knowledge of well-known movie lines with this cinematic quiz. </div> <p><a href="http://wealthmanagement.com/blog/test-your-financial-movie-knowledge" target="_blank">read more</a></p> http://wealthmanagement.com/blog/test-your-financial-movie-knowledge#comments Industry Blogs Intelligent Advisor Thu, 05 May 2016 15:50:00 +0000 1169341 at http://wealthmanagement.com InvestCloud Launches 'Star Wars' Themed App Suite http://wealthmanagement.com/blog/investcloud-launches-star-wars-themed-app-suite <div class="node-body blog-body">In recognition of "Star Wars Day," InvestCloud named its latest product after a Star Wars droid. </div> <p><a href="http://wealthmanagement.com/blog/investcloud-launches-star-wars-themed-app-suite" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investcloud-launches-star-wars-themed-app-suite#comments Technology Intelligent Advisor Wed, 04 May 2016 20:44:00 +0000 1175461 at http://wealthmanagement.com