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



College Savings at an All-Time High

  • Oct 27, 2016
    The Daily Brief

    Not All NFL Players 'Make It Rain'

    Glover Quin abides by a 70/30 save/spend strategy, Envestnet fully integrates Yodlee and US Capital Partners creates new wealth management division....More
  • men women scale
    Oct 26, 2016

    Why Women Aren't CEOs of Finserv Firms

    Why women aren't leading finserv firms, women are unhappy about their career progress and Addepar passes $500 billion in assets....More
  • Oct 25, 2016
    The Daily Brief

    Disgraced Financial Advisor Apologizes

    Jeff Rubin apologizes for losing a number of NFL clients close to $43 million, Americans want more from their banks and SS&C acquires Salentica....More
  • stock data graph
    Oct 24, 2016
    The Daily Brief

    A New Way to Evaluate Alternative Funds

    Morningstar launches new style box for alternative funds, Donald Trump advisor hints at a repeal of the fiduciary rule and Envestnet Tamarac adds MoneyGuidePro integration....More
  • Oct 21, 2016
    The Daily Brief

    Lawyers: FINRA Still Hasn’t Fixed BrokerCheck

    PIABA criticizes BrokerCheck, RBC Wealth Management adds to its investment portfolio and the outcome of the election shouldn't affect investment portfolios....More
  • Oct 20, 2016
    The Daily Brief

    AssetMark Launches DOL Readiness Tool

    AssetMark launches DOL compliance readiness tool, Neuberger Berman executives form Matrix Wealth, and Ric and Jean Edelman donate $25 million to fossil research....More
  • business man samurai sword
    Oct 19, 2016
    The Daily Brief

    Hedgeable Releases HNW Robo

    Hedgeable creates AI for high net worth investors, survey finds Americans think estate planning is for the ultra rich and three challenges facing the wealth management industry....More
  • Oct 18, 2016
    The Daily Brief

    Behind the Scenes of the SEC’s Risk-Based Exams

    SEC sheds light on its risk-based exams process, baby boomer parents are more open about money and Schwab upgrades its Advisor Center....More
  • vote
    Oct 17, 2016
    The Daily Brief

    The Election & Investing

    Investors increasing holdings in case ahead of Election Day, Fed looking to be more aggressive in 2017 and social media is finally paying off....More
  • jeans dollar
    Oct 14, 2016
    The Daily Brief

    Millennials Having a Hard Time Cutting the Financial Cord

    Millennials still not quite financially independent, tall and thin investors take more risks, and MPI has developed a target-date radar tool....More
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