Most Recent Blog Posts

Sep 09, 2016

LPL Turns To HiddenLevers' Technology For DOL Compliance

Nearly 15,000 LPL advisors can use HiddenLevers' stress testing and fee attribution analysis to demonstrate their fiduciary compliance....More
department of labor
Sep 08, 2016

IRA Rollover Assets 'At Risk' of Violating Fiduciary Standard

Will the DOL rule keep retirement assets from rolling over?....More
arrows opposite directions
Aug 30, 2016

The Gulf Between Young Investors’ Priorities and Advisors’

Advisors and Generation X and millennial investors have differing ideas about their needs and priorities....More
Charles Schwab
Aug 26, 2016

Schwab's New Low-Cost Target Date Mutual Fund Built On ETFs

Schwab claims they are the lowest-cost target date mutual funds on the market....More
Nuveen
Aug 09, 2016

Nuveen Launches Online Alternative Investment Service

Nuveen sees alternatives playing an increasingly important role in building portfolios for high net worth investors....More
social media
Jul 15, 2016

Compliance Is Not Keeping Pace With Advisors' Digital Demands

Firms' processes for digital archiving aren't keeping up with modern communication like text messaging and social media....More
Jul 08, 2016

Legg Mason Buys Into Online Advice

The Baltimore firm is the latest asset manager to get into the online advice game with its majority investment in online financial advice firm....More
Jun 21, 2016

CFP Board: To Work, Diversity Initiatives Need Buy-in From the Top

We won't see more women or more diverse advisors until the C-suite level executives fully embrace these initiatives, set goals and make it a priority....More
money technology
Jun 15, 2016

ECHELON Partners Brings Investment Banking to WealthTECH Firms

ECHELON will offer its investment banking capabilities to tech companies building products for advisors....More
Jun 13, 2016

John Oliver Takes on Retirement Plans

Comedian John Oliver uses his HBO comedy show to examine 401(k) plans, the fiduciary rule and financial advisors....More
Jun 06, 2016

Pershing Shifting to Open-Architecture Approach to Technology

Pershing kicked off its INSITE conference by introducing new integrations with third-party digital advice companies....More
May 05, 2016

Test Your Financial Movie Knowledge

How well do you know movies about finance and Wall Street? Test your knowledge of well-known movie lines with this cinematic quiz....More
May 04, 2016

InvestCloud Launches 'Star Wars' Themed App Suite

In recognition of "Star Wars Day," InvestCloud named its latest product after a Star Wars droid....More
Apr 26, 2016

Cetera Releases Fiduciary Compliance Tech Suite

Cetera is rolling out a new technology to help their b/ds comply with the DOL's fiduciary rule....More
Apr 19, 2016

What You Need to Know About Impact Investing

As impact investing products have moved from boutique origins into the mainstream, advisors should be able to talk to their clients intelligently....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...

Ryan W. Neal

Ryan W. Neal is an associate editor for WealthManagement.com. Originally from Sacramento, Calif., Ryan studied English and philosophy at UC Santa Barbara and found his way into journalism. After...
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