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



Another Impact Investing Tool

  • May 4, 2016
    The Daily Brief

    Another Impact Investing Tool

    Bloomberg launches gender equality index, Tennessee financial advisor accused of elder abuse and Orion debuts texting app....More
  • May 3, 2016
    The Daily Brief

    Morningstar Launches New Client Portal

    Morningstar launches customizable client portal, kids get into the act at Berkshire Hathaway annual meeting and U.S. pastors feeling financial hardship....More
  • May 2, 2016
    The Daily Brief

    It’s All in Their Heads

    Most retirees don't have a written retirement plan, fear of inflation worries Americans and Vanare partners with Quovo....More
  • Apr 29, 2016
    The Daily Brief

    UBS Is On Election Watch

    UBS creates ElectionWatch, BlackRock sees a manufacturing recession and how retirees should invest....More
  • Apr 28, 2016
    The Daily Brief

    Business Risk Of Losing Young Advisors

    Advisors who switch firms pose business risk, Putnam Investments named most social savvy and Bank of the West opens wealth management office in Pasadena....More
  • Apr 27, 2016
    The Daily Brief

    Fees Are Down, But Not for the Reason You Think

    Asset flows into low-cost funds driving fees down, a new chairman for RayJay's Alex. Brown, Riskalyze updates for fiduciary rule and Redtail using Zapier for advanced integrations....More
  • Apr 26, 2016
    The Daily Brief

    New Website Helps Advisors Connect With Women

    New website connects advisors with women, Goldman Sachs launches an online bank and Wells Fargo Advisors opens Northwest office....More
  • Apr 25, 2016
    The Daily Brief

    Art and Wealth Management

    Wealth managers offer art-related services, fewer Americans are owning stocks, study links financial stress to PTSD and Manulife looks to use blockchain....More
  • Apr 22, 2016
    The Daily Brief

    Most Investment Frauds Go Unreported

    Sixty percent of fraud victims don't report it, retirement worries keep Americans up at night and Jefferson National creates third-party directory....More
  • Apr 21, 2016
    The Daily Brief

    Financial Fraud Finder

    Kenneth Springer specializes in investigating financial fraud, next-gen advisors boost profitability and small business owners lack succession plans....More
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