Advisor Intelligence http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en RIA 2014 Deal Flow Steady http://wealthmanagement.com/blog/ria-2014-deal-flow-steady <div class="node-body blog-body">Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services mid-year review.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ria-2014-deal-flow-steady" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ria-2014-deal-flow-steady#comments Industry RIAs Blogs Advisor Intelligence Tue, 31 Mar 2015 13:30:00 +0000 827041 at http://wealthmanagement.com Wealth Management Madness 2015: Final Four Recap http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap <div class="node-body blog-body">After four weeks, it’s down to the final two contenders. Who will take it all? But first let’s recap last week’s showdown of the Final Four, where over 3,000 people cast votes to advance their favorites to the finals.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap#comments Blogs Wealth Management Madness Advisor Intelligence Fri, 27 Mar 2015 13:57:00 +0000 824731 at http://wealthmanagement.com Market Forces Driving Advisors Towards Riskier Portfolios http://wealthmanagement.com/blog/market-forces-driving-advisors-towards-riskier-portfolios <div class="node-body blog-body">Due to low interest rates and stressed insurers, advisors are replacing variable annuities with dividend-paying equities as a retirement income strategy. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/market-forces-driving-advisors-towards-riskier-portfolios" target="_blank">read more</a></p> http://wealthmanagement.com/blog/market-forces-driving-advisors-towards-riskier-portfolios#comments Industry Blogs Advisor Intelligence Thu, 26 Mar 2015 20:58:00 +0000 823971 at http://wealthmanagement.com Legendary Coach Dean Smith Planned a Final Farewall for his Players http://wealthmanagement.com/blog/legendary-coach-dean-smith-planned-final-farewall-his-players <div class="node-body blog-body"><p>Almost two months after the iconic coach Dean Smith passed away, his former players received a final farewell this week.</p> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/legendary-coach-dean-smith-planned-final-farewall-his-players" target="_blank">read more</a></p> http://wealthmanagement.com/blog/legendary-coach-dean-smith-planned-final-farewall-his-players#comments Blogs Estate Planning Advisor Intelligence Thu, 26 Mar 2015 20:54:00 +0000 823911 at http://wealthmanagement.com <p>Copyright&nbsp;Doug Pensinger,&nbsp;Getty Images</p> Wealthfront Eliminates $100k Minimum For Tax-Loss Harvesting http://wealthmanagement.com/blog/wealthfront-eliminates-100k-minimum-tax-loss-harvesting <div class="node-body blog-body">In the wake of Schwab's new robo-advisor, which doesn't charge advisory fees and offers tax-loss harvesting for accounts with at least $50,000, Wealthfront eliminated minimum requirements for its own tax services.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/wealthfront-eliminates-100k-minimum-tax-loss-harvesting" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealthfront-eliminates-100k-minimum-tax-loss-harvesting#comments Taxes Technology Advisor Intelligence Wed, 25 Mar 2015 19:12:00 +0000 822901 at http://wealthmanagement.com Wealth Management Madness 2015: Elite Eight Recap http://wealthmanagement.com/blog/wealth-management-madness-2015-elite-eight-recap <div class="node-body blog-body">If this week’s round proved anything, it’s that this is anyone’s tournament to win. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/wealth-management-madness-2015-elite-eight-recap" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-management-madness-2015-elite-eight-recap#comments Blogs Wealth Management Madness Advisor Intelligence Fri, 20 Mar 2015 17:25:00 +0000 820101 at http://wealthmanagement.com Lucia Capital Snags Ex-First Allied Exec http://wealthmanagement.com/blog/lucia-capital-snags-ex-first-allied-exec <div class="node-body blog-body">The former First Allied chief operations officer jumped onboard Derek Bruton&rsquo;s Lucia Capital Group on Monday as president of the firm&rsquo;s broker-dealer operations.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/lucia-capital-snags-ex-first-allied-exec" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lucia-capital-snags-ex-first-allied-exec#comments People Blogs Advisor Intelligence Mon, 16 Mar 2015 13:06:00 +0000 815061 at http://wealthmanagement.com Using Retirement Planning To Memorize Pi http://wealthmanagement.com/blog/using-retirement-planning-memorize-pi <div class="node-body blog-body">Saturday is a once-in-a-century "Super Pi Day" so impress you friends and clients with this nifty retirement planning trick for memorizing the numeral to 10 decimal points. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/using-retirement-planning-memorize-pi" target="_blank">read more</a></p> http://wealthmanagement.com/blog/using-retirement-planning-memorize-pi#comments Blogs Advisor Intelligence Fri, 13 Mar 2015 19:45:00 +0000 814331 at http://wealthmanagement.com Wealth Management Madness 2015: Sweet 16 Recap http://wealthmanagement.com/blog/wealth-management-madness-2015-sweet-16-recap <div class="node-body blog-body">Who lost in the second round of the 2015 Wealth Management Madness tournament, and who's moving on to the Elite Eight?</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/wealth-management-madness-2015-sweet-16-recap" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-management-madness-2015-sweet-16-recap#comments People Blogs Wealth Management Madness Advisor Intelligence Fri, 13 Mar 2015 04:03:00 +0000 813361 at http://wealthmanagement.com Krawcheck: Savings Crisis a Gender Crisis http://wealthmanagement.com/blog/krawcheck-savings-crisis-gender-crisis <div class="node-body blog-body">It’s estimated that the U.S. retirement savings deficit is between $6.8 and $14 trillion. But that shortfall will impact women more than men, it's really a gender problem, says Sallie Krawcheck.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/krawcheck-savings-crisis-gender-crisis" target="_blank">read more</a></p> http://wealthmanagement.com/blog/krawcheck-savings-crisis-gender-crisis#comments Industry Blogs Advisor Intelligence Wed, 11 Mar 2015 17:42:00 +0000 810611 at http://wealthmanagement.com