Most Recent Blog Posts

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
Apr 18, 2016

DOL Fiduciary Rule to Drive Increased M&A Activity

Fidelity Investments expects the DOL’s fiduciary rule to contribute to increased M&A activity in 2016....More
Apr 13, 2016

Envestnet’s Yodlee Will Give Lenders Access to Borrowers’ Spending and Brokerage Activity

Yodlee's Risk Insight will provide lenders with a potential borrower's spending habits from bank accounts as well as brokerage information....More
Mar 24, 2016

Raymond James Secures ‘Nearly All’ Deutsche Bank Advisors

Just a few months after announcing its intention to acquire Deutsche Bank Wealth Management’s U.S. Private Client Services unit, Raymond James has....More
Mar 16, 2016

Firms Hiring to Comply With DOL Fiduciary Rule

Almost half of financial services firms involved in individual retirement accounts say they’ll need to bring in extra help or redirect current....More
Mar 09, 2016

Betterment Announces Account Aggregator

The company says aggregation will improve its ability to deliver automated advice....More
Mar 02, 2016

Wealth Enhancement Group Picks Up $1 Billion Firm

Wealth Enhancement Group, the RIA bought by Lightyear Capital last April, has acquired a Darien, Conn.-based RIA with $1 billion in assets....More
Feb 29, 2016

Half of ‘Financially Fluent’ Aren’t Aware of Robo Advisors1

Research from Investing Media Solutions shows that the concept of automated advice may not be as popular as companies let on....More
Feb 17, 2016

Aspiriant Adds $360 Million RIA in Los Angeles

The quick-growing RIA added to its Southern California presence with its second acquisition in three months....More
Feb 10, 2016

What To Expect At 2016 T3 For Advisors Conference

Some of the things we expect to see at the T3 for advisors conference....More
Feb 08, 2016

"Next Gen" Financial Planning: Can You Match the Emojis to the Plan?

Match the financial planning advice to its translation in emoji....More
Feb 08, 2016

How Do NextGen Advisors Invest their Own Money?

Do they rely on a robo? A few young advisors provide a glimpse into their own investments....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 senior editor for WealthManagement.com 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

Sponsored Introduction Continue on to (or wait seconds) ×