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  • Jan 27, 2015
    blog

    Fat and Broke

    According to a new study performed by TD Bank, the more physically fit someone is, the more financially sound they are, Catey Hill writes on Marketwatch....More
  • Jan 26, 2015
    blog

    The Winklevoss Twins Really Really Want To Build A Bitcoin Exchange

    Despite a tumble in value, attacks from hackers and legal scandals, Bitcoin is still in the crosshairs of the infamous Winklevoss twins....More
  • Jan 23, 2015
    blog

    Be a Monkey

    Forget picking stocks and stick to passive, index-based funds, says Princeton University professor Burton Malkiel on ETFFunds.com....More
  • Jan 22, 2015
    blog

    35% of Wirehouse Advisors Set to Retire within 10 Years

    It’s news to no one that the industry is shedding financial advisors. But the numbers highlighted in Cerulli Associate’s newest research provides a stark breakdown of the looming problem....More
  • Jan 22, 2015
    blog

    Edelman Hires CFO as COO

    Ric Edelman, founder of Edelman Financial, has found a new COO, starting the process of replacing himself at the helm of the RIA. Edelman has moved CFO Rene Chaze to the newly created COO role....More
  • Jan 21, 2015
    blog

    A Financial Advisor at Work

    Financial advice coming from employers is becoming more personalized, according to this article in Money....More
  • Jan 20, 2015
    blog

    Rich Millennials More Likely to Keep Advisors Than Poor Millennials

    The wealthier millennials are, the less likely they are to fire their parents' advisors. About two-thirds of high-net-worth millennials already using their families’ advisor have no plans on changing, compared to just a third of mass affluent millennials....More
  • Jan 20, 2015
    blog

    Should you Get Fired For Beating the Market?

    Your clients shouldn’t jump for joy or reward you with a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should fire you instead, argues one financial advisor....More
  • Jan 16, 2015
    blog

    Where Advisors are Looking to Fund Succession Plans

    Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it?...More
  • Jan 16, 2015
    blog

    The Daily Brief: Who's Most Influential?

    Help the staff of WealthManagement.com identify the contenders for its annual Wealth Management Madness tournament by naming who you believe to be the most influential person in the industry over the past year....More

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