Most Recent Blog Posts

Apr 22, 2014

CFP Board Rolling out the Welcome Mat to Women

If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. A new study by the CFP....More
Apr 15, 2014

LearnVest, Betterment Announce New Funding

Online advice platforms Betterment and LearnVest raised $32 million and $28 million in new funding, respectively. The rise of the robo-advisor....More
Apr 14, 2014

TIAA-CREF To Acquire Nuveen for $6.25B

TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt....More
Apr 11, 2014

Planning, Niches Some Common Denominators Among Sucessful FAs

What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a....More
Apr 07, 2014

Market Upswing Hides Underlying Business Faults

Markets buoyed business for financial advisors last year, but the rally masked underlying issues such as declining client retention, lower fees and....More
Apr 04, 2014

XY Planning Network Opens For Young Advisors

Young financial planners have a new network dedicated to helping them connect with NexGen clients....More
Apr 02, 2014

Focus Partners with $600M Louisiana RIA

Lafayette, La.-based Summit Financial partnered with Focus Financial on Wednesday, making the $600 million firm the ninth transaction for Focus this....More
Apr 02, 2014

Retirement Plans See Progress as Investors Increase Contributions

More and more retirement plan sponsors are making simpler for investors to participate, with many more adding automatic enrollment features and....More
Apr 01, 2014

IBD Advisors Oldest in Industry

While many think of wirehouse advisors as old and stodgy, the IBD channel actually employs the oldest guys in the business....More
Mar 31, 2014

Advisors Make More Than Their Parents

Financial advisors tend to be better off than their parents, making about 8 percent more than them in adulthood, according to a recent analysis by....More
Mar 25, 2014

Lebenthal Snags $1.2B Team From Morgan Stanley

Lebenthal Wealth Advisors brought onboard a $1.2 billion advisor team w from Morgan Stanley on Tuesday....More
Mar 21, 2014

Advisors On the Move: Spring Thaw Inspires Change

Raymond James continues its recruiting blitz while Wells Fargo Advisors and Janney pick up several advisors. Retirement Benefits Group also brought....More
Mar 21, 2014

Advisors On the Move: Spring Thaw Inspires Change

Raymond James continues its recruiting blitz while Wells Fargo Advisors and Janney pick up several advisors. Retirement Benefits Group also brought....More
Mar 20, 2014

Go Big or Go Home

Almost two out of three advisors are managing at least one retirement plan, but recent findings from Fidelity find that dabbling in this space may....More
Mar 13, 2014

CFP Seeks to Elevate Profession with Academic Center, Journal

The CFP Board announced Thursday it’s getting more involved in expanding the intellectual heft of the advisory profession, even as it trims....More
Contributors

Diana Britton

Diana Britton is the Managing Editor of WealthManagement.com and REP. Magazine, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in...

Megan Leonhardt

Megan Leonhardt is the associate editor at WealthManagement.com, covering all of the wirehouse news, as well as regulatory affairs. A business journalist with a background in the legal industry,...
What's Advisor Intelligence ?

The quick hits of information you need to make you a smarter wealth manager

Blog Archive

Sponsored Introduction Continue on to (or wait seconds) ×