Financial and investment blogs from the staff writers of What's Advisor Intelligence?
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

Is More Regulation Really Necessary to Protect Investors?

  • Oct 21, 2014

    The Daily Brief: Admitting to Fraud

    An accomplice to jailed Ponzi scheme artist Scott Rothstein has pleaded guilty to conspiracy to commit wire fraud as part of the Florida attorney's $1.2 billion crime....More
  • Oct 20, 2014

    Is More Regulation Really Necessary to Protect Investors?

    The Financial Planning Coalition is advocating for new regulatory standards for financial planners, contending new research shows investors are harmed by the lack of appropriate standards....More
  • Oct 16, 2014

    Buyers Are Just Not That Into You

    Despite there being a high ratio of buyers to sellers in this business, practices are not worth as much as advisors expect. Is it, actually, a buyer's market?...More
  • Oct 14, 2014

    The Daily Brief: Fade to Black

    A former stockbroker was sentenced to three years in prison after pleading guilty to scamming the Broadway producers of Rebecca: The Musical by lining up fake investors in the production in exchange for a finders' fee....More
  • Oct 13, 2014

    The Daily Brief: Trumped

    We know it’s hard to believe, but not every business Donald Trump touches turns to gold. Here are 12 that no longer exist....More
  • Oct 10, 2014

    The Daily Brief: Alt ETF of ALT ETFs

    ProShares has partnered with Morningstar to launch an alternative investments ETF that is meant to be a one-stop diversified portfolio of alternative strategies in a single, low-cost ETF wrapper, with the ticker ALTS....More
  • Oct 9, 2014

    Financial Advisory Twitter War 4

    If you weren't on Twitter today, you missed a showdown between MarketCounsel's Brian Hamburger and industry commentators Michael Kitces and Bill Winterberg....More
  • Oct 9, 2014

    Growing Pains for Hedge Funds in the Liquid Alts Space

    The transition into liquid alternatives has not been an easy one for hedge fund managers, but ‘fund adoption’ could be the next wave of growth, says 361 Capital....More
  • Oct 9, 2014

    The Daily Brief: The Future of Finance is More of the Same?

    Silicon Valley venture capitalist Marc Andreesen got a lot of attention with a Q&A in Bloomberg Markets magazine where he suggested the entire realm of finance was ripe for disruption....More
  • Oct 8, 2014

    The Daily Brief: Myth Busting 101

    Clients should be disabused of the notion that they can do financial planning by themselves....More
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