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

  • Aug 30, 2016
    The Daily Brief

    College Savings at an All-Time High

    Record number of families putting away for college, a new suite of mutual fund and ETF portfolios for a post-DOL world and a new robo from Meb Faber....More
  • Aug 29, 2016
    The Daily Brief

    Your Custodian=Tech Provider

    Custodians are becoming tech providers, AccuShares shuts down etfs and rebrands, and Netscape cofounder puts Florida mansion up for sale....More
  • Aug 26, 2016
    The Daily Brief

    Merrill Lynch Faces Allegations of Labor Law Violations

    Merrill Lynch sued for violating labor law, Head Investment Partners joins Triad and PMC Portfolio Navigator integrated into Envestment Advisor Suite....More
  • Aug 25, 2016
    The Daily Brief

    US Bank to Partner with FutureAdvisor on Robo

    U.S. Bank creating robo advisor with FutureAdvisor, the Grand Marnier family selling their $1 billion estate and Penn State professor killed over his will....More
  • Aug 24, 2016
    The Daily Brief

    No One Feels Comfortable About Retirement

    Everyone's worried about retirement, California voting on creating a state-run retirement plan and Kirk Kerkorian's "daughter" settles her will contest....More
  • Aug 23, 2016
    The Daily Brief

    From the Olympics to Wealth Management

    Former Olympians turning to wealth management for a second career, DriveWealth adds to its portfolio construction options and the battle over control of Viacom ends....More
  • Aug 22, 2016
    The Daily Brief

    Where Millionaires Go To College

    U.S. dominates list of universities with millionaire alumni, tten percent of U.S. families hold three-fourths of total wealth and IEX starts slow....More
  • Aug 19, 2016
    The Daily Brief

    A Resurgence in Volatility ETPs

    Traders capitalize on market volatility, strategic acquirers drive M&A and millennials confident about finances despite their anxiety....More
  • Aug 18, 2016
    The Daily Brief

    CFP Board Launches Book Series

    CFP Board launches book series, plan sponsors feeling more fiduciary responsibility and investors are bad at math....More
  • Aug 17, 2016
    The Daily Brief

    The Recession Made Millennials Tight Savers

    Millennials are financially conservative, Dynasty adds $400 million Concannon Wealth Management and an Ohio financial advisor is accused of stealing from an elderly client....More
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