Community

RSS

Read financial industry commentary and interact with investment industry professionals.

  • Mar 27, 2015
    blog

    Wealth Management Madness 2015: Final Four Recap

    After four weeks, it’s down to the final two contenders. Who will take it all? But first let’s recap last week’s showdown of the Final Four, where over 3,000 people cast votes to advance their favorites to the finals....More
  • Mar 27, 2015
    The Daily Brief

    Too Big to Fail?

    Vanguard experienced net inflow of $219 billion into U.S. mutual funds and ETFs in 2014, and is predicted to command 20 percent of total industry assets by the end of 2015....More
  • Mar 26, 2015
    blog

    Market Forces Driving Advisors Towards Riskier Portfolios

    Due to low interest rates and stressed insurers, advisors are replacing variable annuities with dividend-paying equities as a retirement income strategy....More
  • Mar 26, 2015
    blog

    Legendary Coach Dean Smith Planned a Final Farewall for his Players

    Almost two months after the iconic coach Dean Smith passed away, his former players received a final farewell this week....More
  • Mar 26, 2015
    The Daily Brief

    Health Trumps Wealth

    Eighty percent of retirees in better health report having a positive experience in retirement, compared to only 59 percent of those in poorer health....More
  • Mar 25, 2015
    The Daily Brief

    Edelman's XT ETF

    Ric Edelman’s “exponential technology” strategy for investment management is now a BlackRock ETF....More
  • Mar 24, 2015
    blog

    SEC Chair Supports Outside Examiners For RIAs

    SEC Chair Mary Jo White told a congressional committee Tuesday she supported the idea of third-party examiners for RIAs to supplement, but not replace, those performed by her commission....More
  • Mar 24, 2015
    The Daily Brief

    Vanguard Mutual Funds vs. Vanguard ETFs

    Financial advisor Allan Roth argues on ETF.com that Vanguard ETFs and mutual funds are, in some cases, similar in cost and design, but the the mutual fund holds some distinct advantages....More

Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×