Intelligent Advisor http://wealthmanagement.com/blog/245981/feed en 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 http://wealthmanagement.com Aspiriant Adds $360 Million RIA in Los Angeles http://wealthmanagement.com/blog/aspiriant-adds-360-million-ria-los-angeles <div class="node-body blog-body">The quick-growing RIA added to its Southern California presence with its second acquisition in three months. </div> <p><a href="http://wealthmanagement.com/blog/aspiriant-adds-360-million-ria-los-angeles" target="_blank">read more</a></p> http://wealthmanagement.com/blog/aspiriant-adds-360-million-ria-los-angeles#comments RIAs Intelligent Advisor Wed, 17 Feb 2016 20:34:00 +0000 1110131 at http://wealthmanagement.com <p>Aspiriant<span>&nbsp;CEO Rob&nbsp;</span>Francais</p> 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> <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> <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> <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>