Most Recent Blog Posts

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
Jun 10, 2015

Industry Needs to Step Up Opportunities for Women

Half of millennial women believe promotions in the financial services industry are biased toward men, according to a new PwC report....More
Jun 09, 2015

Capital One Merges Advisory Business With Online Investment Platform

Capital One's plan to enhance its advisory business also means its in-house advisors are getting new tools, including rollouts of MoneyGuidePro and....More
Jun 09, 2015

Millennials Not Worth the Effort Yet

The industry seems obsessed these days with capturing millennial clients. But developing a focused strategy to attract these young clients is not....More
Jun 09, 2015

Aging, Old-School Advisors Bad for Business Growth

Looking to grow? Improve the odds by avoiding older advisors with a high portion of their business still sunk in commissions and serving smaller....More
Jun 05, 2015

Personal Capital: Don't Call Us a 'Robo'

Personal Capital Co-founder and CEO Bill Harris says his firm is not a robo-advisor....More
Jun 03, 2015

Pershing’s New Plan to Get FAs to Embrace Technology

Pershing announced a new strategy to help advisors digitally collaborate with clients at its annual INSITE 2015 conference in Orlando....More
Jun 01, 2015

The Fund Industry May Have a Bigger Women Problem

Women are underrepresented in the U.S. fund industry, yet more diverse management teams tend to outperform, a new Morningstar report finds....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) ×