Most Recent Blog Posts

Jul 03, 2013

NAPFA Tightens Membership Options

NAPFA pulled the plug on its provisional membership program, leaving over a dozen members elegible for only the organization's lowest membership....More
Jun 28, 2013

U.S. Fearfully Facing Retirement

A Merrill Lynch survey finds Americans still lack confidence in their ability to save for retirement, but they are looking for guidance in how to....More
Jun 27, 2013

Ex-Pershing Exec to Head Cetera Unit

Pershing tapped the president of Pershing's managed investments to replace its outgoing head of wealth management unit....More
Jun 21, 2013

Advisors on the Move: Expanding Horizons

Benjamin F. Edwards expanded its reach by opening new branch offices in Kansas and Ohio while Prospera Financial Services captured two new....More
Jun 17, 2013

What Would a Cup of Coffee Cost at Vanguard's Prices?

The world’s largest mutual company, Vanguard, is branching out—into coffee. The company stopped in New York on Monday as part of a....More
Jun 17, 2013

Good News for Advisors: DIY Investor Satisfaction Wanes

While the industry has been losing market share to the self-directed channel, a new J.D. Power report finds that satisfaction with the do-it-yourself....More
Jun 13, 2013

Going for "gamma"

Morningstar's head of retirement research suggests "gamma," the value of good financial planning, can up a retiree's income by 29 percent. But it's....More
Jun 13, 2013

Are Active Investments Passe?

A quartet of Morningstar research analysts took to the stage at the Morningstar Investment Conference to discuss the seeming ascendency of passive....More
Jun 12, 2013

Mauboussin On Lucky Breaks

Michael Mauboussin at the Morningstar Investment Conference on marathon runners, Stephen King, the Mona Lisa and what it all means for your....More
Jun 11, 2013

Bred To Seek Advice

Contrary to popular opinion, GenY and millennials are good potential clients for financial adivsors, as these investors have actually been bred to....More
Jun 07, 2013

Advisors on the Move: Wirehouses Bolster the Ranks

UBS Wealth Management, Wells Fargo Advisors, Raymond James and Morgan Stanely recently picked up advisors, while Hightower Network snagged its first....More
Jun 06, 2013

Female Advisors Better Prepared For Diverse Investors

Affluent investors are changing—the amount of wealth controlled by younger advisors, ethnic minorities and women is growing. And women may have the....More
Jun 05, 2013

Borrowing Can Double the Costs of College

The average cost of borrowing for college could be twice as much as putting money away in a 529 plan, according to a new T. Rowe Price report....More
May 30, 2013

Regrets Haunt Global Millionaires

Just like the 99%, global millionaires regret not having reviewable financial plans sooner, according to a new survey by independent financial....More
May 24, 2013

Advisors on the Move

Wunderlich Securities, Janney Montgomery Scott, Rothschild and Schechter Wealth Management boosted their ranks recently with fresh recruits, while....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
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×