Financial and investment blogs from the staff writers of What's Intelligent Advisor?
The quick hits of information you need to make you a smarter wealth manager.
 What's Indie Advisor?
Indepedent Advisors Practices and Business.
 What's Rulebook?
Compliance, regulatory and legal issues, with a fair amount of cops and robbers for fun.
 What's Yield of Dreams?
Casting a gimlet-eye on the independent broker/dealer channel and asset management issues.



Most Recent Blog Posts



The Hopeless Generation

  • May 7, 2015
    The Daily Brief

    The Hopeless Generation

    Many people are unhappy about their retirement prospects these days, but perhaps no one is more hopeless than Generation X....More
  • May 6, 2015

    AdvisorHUB Founder Admits Tax Fraud

    Head of AdvisorHUB, a popular website featuring recruitment deal information and industry rumors, recently pled guilty to tax fraud....More
  • May 6, 2015
    The Daily Brief

    Diplomas Without Debt

    FutureAdvisor became the first robo-advisor to offer an automated college savings plan Tuesday when it launched the new “Diplomas Without Debt” service....More
  • May 5, 2015
    The Daily Brief

    Another Round for ETFs

    ETFs sold through retail channels in the first quarter outpaced mutual funds for the first time in four years....More
  • May 4, 2015
    The Daily Brief

    Millennials, Boomers Not So Different After All

    Millennials and baby boomers may not have a lot in common, but when it comes to investing they're more alike than many think....More
  • May 1, 2015
    The Daily Brief

    The Carl Icahn, Bill Ackman ETF

    A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb. Global X recently launched an ETF to give retail investors the ability to do just that....More
  • Apr 30, 2015

    IRS Real Winner in Mayweather vs. Pacquiao Fight

    Doesn't matter how much is won during Saturday's "Fight of the Century," it's important to keep in mind the IRS is the real winner....More
  • Apr 30, 2015
    The Daily Brief

    What Financial Plan?

    One-third of Americans have no financial plan, a new study by Northwestern Mutual is reporting....More
  • Apr 29, 2015
    The Daily Brief

    The Case Against Smart Beta

    Smart beta has gone from contrarian to mainstream, but how smart is it?...More
  • Apr 28, 2015
    The Daily Brief

    Not Just Your Millennial’s Advisor

    A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools....More
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