Most Recent Blog Posts

Oct 31, 2014

Half of RIAs Looking to Make a Deal

About half of RIAs are looking to make at least one acquisition this year, with succession planning and scalability acting as the biggest drivers....More
Oct 16, 2014

Buyers Are Just Not That Into You

Despite there being a high ratio of buyers to sellers in this business, practices are not worth as much as advisors expect. Is it, actually, a buyer'....More
Oct 09, 2014

Financial Advisory Twitter War

If you weren't on Twitter today, you missed a showdown between MarketCounsel's Brian Hamburger and industry commentators Michael Kitces and Bill....More
Oct 09, 2014

Financial Advisory Twitter War

If you weren't on Twitter today, you missed a showdown between MarketCounsel's Brian Hamburger and industry commentators Michael Kitces and Bill....More
Oct 09, 2014

SEC Commissioner: PIMCO Outflows Aren't Disrupting Markets

There’s no evidence that the recent turmoil at PIMCO caused any disruption in any of the underlying markets, Securities and Exchange Commission....More
Sep 29, 2014

Thinking About Buying a Practice? Talk to More Than One Seller

It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices, so for those looking to buy, better have more....More
Sep 26, 2014

Women More Exposed to Alternative Investments Than Men

Female high-net-worth investors have more of their portfolio in alternative investments, like hedge funds and commodities, than men. They are also....More
Sep 22, 2014

More People Buying Art as Investment

Could art finally be earning a seat at the investment table? A new survey indicates it could be....More
Sep 17, 2014

Hybrid RIA Lures Away $220M Advisor Duo From RBC

Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The duo will affiliate with the San Diego-based....More
Sep 15, 2014

Millennials Don’t Want to Talk to You on Social Media, Study Says

Despite years of hype around social media, a new study finds that millennials don't want financial institutions contacting them on social media....More
Sep 15, 2014

Invest in Your Health to Secure Retirement Wealth

A new study by Merrill Lynch and Age Wave shows that over half of retirees had to retire earlier than planned because of health problems—one in three....More
Sep 10, 2014

Most Americans Not Interested in Financial Advice

A majority of Americans aren’t interested in getting financial advice—about 65 percent, according to a recent TIAA-CREF survey....More
Aug 21, 2014

Number of Women Advisors on the Rise, Especially at Banks

The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but....More
Aug 21, 2014

RIAs Gaining Ground, But Wires More Productive

RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more....More
Aug 12, 2014

Advisors Risk of Being Replaced by Robots

There’s a 58 percent chance that financial advisors will be “bot-sourced,” that their jobs will be replaced by a robot or computer....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 regularly pens articles around the wonderful world of the wirehouses, as well as pieces concentrated on regulatory updates, legal cases and compliance issues. A business journalist...
What's Advisor Intelligence ?

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

Blog Archive
Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×