Most Recent Blog Posts

Jul 27, 2015

Ballers Episode 6 Recap: It’s Never That Easy

On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising....More
Jul 20, 2015

Ballers Episode 5 Recap: The Shakedown

This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones....More
Jul 16, 2015

Millennials to FinServ: We're Loyal and Trusting

If financial services firms and advisors can attract millennials early, new research shows they will remain very loyal clients....More
Jul 15, 2015

Morningstar Office Integrates With Riskalyze

The integration will allow advisors to view client data from Morningstar within the Riskalyze platform and automatically update the analysis of their....More
Jul 14, 2015

New Betterment Feature Automatically Invests Client's Extra Cash

A new tool from Betterment, SmartDeposit, can automatically take cash from a client's bank account whenever it exceeds a pre-determined amount....More
Jul 13, 2015

Ballers Episode 4 Recap: Wrecking Client Relationships

This week’s episode of HBO’s Ballers serves as an extreme example of how not to handle client relations and the dangers of failing to maintain....More
Jul 06, 2015

Ballers Episode 3: Not Your Typical Client Event

It’s not unusual for a financial services firm to host an event to drum up business and sign clients. But Anderson Financial’s idea of a client event....More
Jul 01, 2015

Schwab Adds Nine ETFs to OneSource Program

Schwab added another ETF provider and a total of nine new ETFs to its commission-free ETF investing program....More
Jun 29, 2015

Former $3B Deutsche Bank Advisors Launch California RIA

A San Francisco-based advisory team from Deutsche Bank with $3 billion in client assets launched Intellectus Partners as part of the Dynasty network....More
Jun 29, 2015

Ballers Episode 2: Navigating Family Dynamics

While still overly dramatic, HBO’s Ballers’ second outing proved more realistic in exploring the dynamics financial advisors must....More
Jun 26, 2015

Advisors, Firms React to Gay Marriage Ruling on Twitter

Many firms and advisors showed their support for the Supreme Court's same-sex marriage ruling on Twitter Friday. Here are some of the highlights....More
Jun 25, 2015

AutoPilot Goes Live

AutoPilot, a collection of robo tools for human advisors developed by Riskalyze and CLS Investments, went live Thursday....More
Jun 24, 2015

Alternative Investments Clouded by Industry Jargon

A new study shows that even though investors are interested in adding alternative investments to their portfolio, they are turned off by industry....More
Jun 22, 2015

Ballers Episode 1: Breaking Down the Truths and Myths

In the pilot episode of "Ballers," Dwayne “The Rock” Johnson is introduced as a retired NFL player turned financial manager. Here's what the show....More
Jun 19, 2015

Financial Planning Doesn't Pay

Financial planners offer more services than their investment planner peers, yet earn less for their efforts....More

Diana Britton

Diana Britton is the Managing Editor of 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 senior editor for and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory...
What's Intelligent Advisor?

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

Blog Archive
Investment Category Sponsor Links
Planning Investment Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×