Intelligent Advisor http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en What To Expect At 2016 T3 For Advisors Conference http://wealthmanagement.com/blog/what-expect-2016-t3-advisors-conference <div class="node-body blog-body">Some of the things we expect to see at the T3 for advisors conference. </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/what-expect-2016-t3-advisors-conference" target="_blank">read more</a></p> http://wealthmanagement.com/blog/what-expect-2016-t3-advisors-conference#comments Technology Intelligent Advisor Wed, 10 Feb 2016 13:13:00 +0000 1104341 at http://wealthmanagement.com "Next Gen" Financial Planning: Can You Match the Emojis to the Plan? http://wealthmanagement.com/blog/next-gen-financial-planning-can-you-match-emojis-plan <div class="node-body blog-body">Match the financial planning advice to its translation in emoji.</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/next-gen-financial-planning-can-you-match-emojis-plan" target="_blank">read more</a></p> http://wealthmanagement.com/blog/next-gen-financial-planning-can-you-match-emojis-plan#comments Industry Technology Games Intelligent Advisor Mon, 08 Feb 2016 17:20:00 +0000 1098481 at http://wealthmanagement.com How Do NextGen Advisors Invest their Own Money? http://wealthmanagement.com/blog/how-do-nextgen-advisors-invest-their-own-money <div class="node-body blog-body">Do they rely on a robo? A few young advisors provide a glimpse into their own investments. </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/how-do-nextgen-advisors-invest-their-own-money" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-do-nextgen-advisors-invest-their-own-money#comments Industry People Business Planning Client Relations Intelligent Advisor Mon, 08 Feb 2016 12:20:00 +0000 1096621 at http://wealthmanagement.com <p>Nonwarit/iStock/Thinkstock</p> First Non-Transparent Active ETF to Launch in February http://wealthmanagement.com/blog/first-non-transparent-active-etf-launch-february <div class="node-body blog-body">The first NextShares fund will start trading on NASDAQ in February. </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/first-non-transparent-active-etf-launch-february" target="_blank">read more</a></p> http://wealthmanagement.com/blog/first-non-transparent-active-etf-launch-february#comments Markets Blogs ETFs Mutual Funds Intelligent Advisor Mon, 25 Jan 2016 17:45:00 +0000 1089281 at http://wealthmanagement.com Fund Manager Sites Fail Users, Mobile Even Worse http://wealthmanagement.com/blog/fund-manager-sites-fail-users-mobile-even-worse <div class="node-body blog-body">A new report says asset managers' websites fail to meet user standards around interactivity, content and experience. One large firm is the exception. </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/fund-manager-sites-fail-users-mobile-even-worse" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fund-manager-sites-fail-users-mobile-even-worse#comments Technology Intelligent Advisor Fri, 22 Jan 2016 17:02:00 +0000 1087661 at http://wealthmanagement.com RIAs Making Gains in Adding New Clients From Other RIAs http://wealthmanagement.com/blog/rias-making-gains-adding-new-clients-other-rias <div class="node-body blog-body">About 63 percent of advisors added clients in the second half of 2015, with the number coming from other RIAs up six percentage points.</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/rias-making-gains-adding-new-clients-other-rias" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-making-gains-adding-new-clients-other-rias#comments Industry RIAs Blogs Intelligent Advisor Wed, 13 Jan 2016 15:01:00 +0000 1074821 at http://wealthmanagement.com <p>MACIEJ NOSKOWSKI/iStock/Thinkstock</p> Raymond James Hosts Deutsche Advisors http://wealthmanagement.com/blog/raymond-james-hosts-deutsche-advisors <div class="node-body blog-body">Last week Raymond James hosted 170 of the approximately 200 financial advisors the firm is looking to bring onboard as part of its recent acquisition of Deutsche Bank&rsquo;s wealth management 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/raymond-james-hosts-deutsche-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/raymond-james-hosts-deutsche-advisors#comments Blogs Wirehouse Intelligent Advisor Thu, 17 Dec 2015 19:45:00 +0000 1058811 at http://wealthmanagement.com Star Wars A Winner With Advisors Over Star Trek http://wealthmanagement.com/blog/star-wars-winner-advisors-over-star-trek <div class="node-body blog-body">Advisors claiming to be "Star Wars" fans outnumber those who prefer "Star Trek" 3 to 1, according to a WealthManagement.com survey. </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/star-wars-winner-advisors-over-star-trek" target="_blank">read more</a></p> http://wealthmanagement.com/blog/star-wars-winner-advisors-over-star-trek#comments Industry 2015 Broker Report Card Blogs Intelligent Advisor Thu, 17 Dec 2015 17:37:00 +0000 1058701 at http://wealthmanagement.com Advisors Say They Want to Retire, But Actions Say Otherwise http://wealthmanagement.com/blog/advisors-say-they-want-retire-actions-say-otherwise <div class="node-body blog-body"><p>Over a third of RIA owners are planning to retire in the next 10 years, but many aren&rsquo;t ready for the reality.</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/advisors-say-they-want-retire-actions-say-otherwise" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-say-they-want-retire-actions-say-otherwise#comments Blogs Business Planning Intelligent Advisor Thu, 17 Dec 2015 05:01:00 +0000 1057771 at http://wealthmanagement.com <p>Copyright Graham Denholm,&nbsp;Getty Images.</p> Investors Want a Robo With a Human Touch http://wealthmanagement.com/blog/investors-want-robo-human-touch <div class="node-body blog-body">Digital advice firms looking to improve customer satisfaction should add more human interaction, according to new Cerulli research. </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-want-robo-human-touch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-want-robo-human-touch#comments Technology Intelligent Advisor Wed, 09 Dec 2015 11:44:00 +0000 1051941 at http://wealthmanagement.com