Community

RSS

Browse the Community and Resources section of WealthManagement.com to interact on the forums and through the Wealth Management Directory.

  • Apr 18, 2014
    blog

    XY Planning Network Explores Partnership with Betterment

    Many advisors fear that online investment platforms will take their jobs. Instead, one group of advisors is learning to use the technology to their advantage....More
  • Apr 15, 2014
    blog

    LearnVest, Betterment Announce New Funding

    Online advice platforms Betterment and LearnVest raised $32 million and $28 million in new funding, respectively. The rise of the robo-advisor continues....More
  • Apr 15, 2014
    blog

    The Blotter Report: Sneaky Suspects

    The owner of a failed New York City-based brokerage firm and his partner are busted for an international kickback scheme, while on the other side of the country a Honolulu woman is charged with using fake credentials to swindle investors....More
  • Apr 14, 2014
    blog

    Advisor Moves Trigger Big Growth For Indie Channels

    Breakaway advisors are expected to increase the independent channels’ market share by 38 percent through 2016, according to Cerulli Associates....More
  • Apr 14, 2014
    blog

    TIAA-CREF To Acquire Nuveen for $6.25B

    TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt....More
  • Apr 11, 2014
    blog

    Planning, Niches Some Common Denominators Among Sucessful FAs

    What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a lot to do with it. High performing advisors—which Fidelity identified as those with AUM that was 75 percent higher than average advisors and double the average advisor’s compensation—earn an average of $422,000, compared to the $212,000 average advisors earn. Moreover, these successful advisors manage an average of $100 million in client assets, versus the $57 million AUM by other advisors....More

Resources Links

Resources & Community Newsletters

Sponsored Introduction Continue on to (or wait seconds) ×