Intelligent Advisor http://wealthmanagement.com/blog/245981/feed en 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 Cetera Releases Fiduciary Compliance Tech Suite http://wealthmanagement.com/blog/cetera-releases-fiduciary-compliance-tech-suite <div class="node-body blog-body">Cetera is rolling out a new technology to help their b/ds comply with the DOL's fiduciary rule. </div> <p><a href="http://wealthmanagement.com/blog/cetera-releases-fiduciary-compliance-tech-suite" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cetera-releases-fiduciary-compliance-tech-suite#comments Technology Intelligent Advisor Tue, 26 Apr 2016 13:00:00 +0000 1167441 at http://wealthmanagement.com What You Need to Know About Impact Investing http://wealthmanagement.com/blog/what-you-need-know-about-impact-investing <div class="node-body blog-body">As impact investing products have moved from boutique origins into the mainstream, advisors should be able to talk to their clients intelligently about it. </div> <p><a href="http://wealthmanagement.com/blog/what-you-need-know-about-impact-investing" target="_blank">read more</a></p> http://wealthmanagement.com/blog/what-you-need-know-about-impact-investing#comments Alternative Investments Intelligent Advisor Tue, 19 Apr 2016 11:02:00 +0000 1162131 at http://wealthmanagement.com <p>gunnar3000i/iStock/Thinkstock</p> DOL Fiduciary Rule to Drive Increased M&A Activity http://wealthmanagement.com/blog/dol-fiduciary-rule-drive-increased-ma-activity <div class="node-body blog-body">Fidelity Investments expects the DOL’s fiduciary rule to contribute to increased M&A activity in 2016. </div> <p><a href="http://wealthmanagement.com/blog/dol-fiduciary-rule-drive-increased-ma-activity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/dol-fiduciary-rule-drive-increased-ma-activity#comments Industry Intelligent Advisor Mon, 18 Apr 2016 19:00:00 +0000 1161871 at http://wealthmanagement.com Envestnet’s Yodlee Will Give Lenders Access to Borrowers’ Spending and Brokerage Activity http://wealthmanagement.com/blog/envestnet-s-yodlee-will-give-lenders-access-borrowers-spending-and-brokerage-activity <div class="node-body blog-body">Yodlee's Risk Insight will provide lenders with a potential borrower's spending habits from bank accounts as well as brokerage information. </div> <p><a href="http://wealthmanagement.com/blog/envestnet-s-yodlee-will-give-lenders-access-borrowers-spending-and-brokerage-activity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/envestnet-s-yodlee-will-give-lenders-access-borrowers-spending-and-brokerage-activity#comments Technology Intelligent Advisor Wed, 13 Apr 2016 20:15:00 +0000 1158421 at http://wealthmanagement.com Raymond James Secures ‘Nearly All’ Deutsche Bank Advisors http://wealthmanagement.com/blog/raymond-james-secures-nearly-all-deutsche-bank-advisors <div class="node-body blog-body">Just a few months after announcing its intention to acquire Deutsche Bank Wealth Management’s U.S. Private Client Services unit, Raymond James has secured commitments to join from over 90 percent of the acquired advisors. </div> <p><a href="http://wealthmanagement.com/blog/raymond-james-secures-nearly-all-deutsche-bank-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/raymond-james-secures-nearly-all-deutsche-bank-advisors#comments Industry Blogs Intelligent Advisor Thu, 24 Mar 2016 13:46:00 +0000 1141771 at http://wealthmanagement.com Firms Hiring to Comply With DOL Fiduciary Rule http://wealthmanagement.com/blog/firms-hiring-comply-dol-fiduciary-rule <div class="node-body blog-body">Almost half of financial services firms involved in individual retirement accounts say they’ll need to bring in extra help or redirect current resources to comply with the Labor Department’s fiduciary rule.</div> <p><a href="http://wealthmanagement.com/blog/firms-hiring-comply-dol-fiduciary-rule" target="_blank">read more</a></p> http://wealthmanagement.com/blog/firms-hiring-comply-dol-fiduciary-rule#comments Industry Blogs Regulation & Compliance Intelligent Advisor Wed, 16 Mar 2016 18:41:00 +0000 1135321 at http://wealthmanagement.com Betterment Announces Account Aggregator http://wealthmanagement.com/blog/betterment-announces-account-aggregator <div class="node-body blog-body">The company says aggregation will improve its ability to deliver automated advice. </div> <p><a href="http://wealthmanagement.com/blog/betterment-announces-account-aggregator" target="_blank">read more</a></p> http://wealthmanagement.com/blog/betterment-announces-account-aggregator#comments Technology Blogs Intelligent Advisor Wed, 09 Mar 2016 18:40:00 +0000 1129261 at http://wealthmanagement.com Wealth Enhancement Group Picks Up $1 Billion Firm http://wealthmanagement.com/blog/wealth-enhancement-group-picks-1-billion-firm <div class="node-body blog-body">Wealth Enhancement Group, the RIA bought by Lightyear Capital last April, has acquired a Darien, Conn.-based RIA with $1 billion in assets. </div> <p><a href="http://wealthmanagement.com/blog/wealth-enhancement-group-picks-1-billion-firm" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-enhancement-group-picks-1-billion-firm#comments RIAs Blogs Intelligent Advisor Wed, 02 Mar 2016 14:00:00 +0000 1120611 at http://wealthmanagement.com Half of ‘Financially Fluent’ Aren’t Aware of Robo Advisors http://wealthmanagement.com/blog/half-financially-fluent-aren-t-aware-robo-advisors <div class="node-body blog-body">Research from Investing Media Solutions shows that the concept of automated advice may not be as popular as companies let on. </div> <p><a href="http://wealthmanagement.com/blog/half-financially-fluent-aren-t-aware-robo-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/half-financially-fluent-aren-t-aware-robo-advisors#comments Technology Intelligent Advisor Mon, 29 Feb 2016 20:25:00 +0000 1119511 at 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