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

  • Sep 29, 2016
    The Daily Brief

    Investors Want to Feel Confident With Digital Investing

    Investors want easy to use digital investing tools, IRI teams with RegEd on DOL compliance training and JPMorgan Chase moves around executives for new wealth/investment unit....More
  • Sep 28, 2016
    The Daily Brief

    New Robo Targets Muslim Investors

    Robo advisor targets Muslim investors, Envestnet Institute adds colleges and Concert advisors join Sowell Management Services....More
  • etrade
    Sep 27, 2016
    The Daily Brief

    Advice a Growth Driver for Discount Brokers

    Financial advice a key growth driver for discount brokers, retirees now have pensions but future retirees won't and Vanare integrates with TD Ameritrade's iRebal platform....More
  • Fidelity headquarters
    Sep 26, 2016
    The Daily Brief

    The Top VC Investors? Not Who You’d Think

    Mutual fund and asset managers taking bigger stakes in Silicon Valley unicorns, External IT launches new cybersecurity awareness training and Reagan-era memorabilia exceeds auction estimates....More
  • Sep 23, 2016
    The Daily Brief

    Global Wealth Slows

    Global wealth slows to half the rate of past years, advisors who thank their clients do better and Reddit users detail obscene tails of extreme wealth....More
  • Sep 22, 2016
    The Daily Brief

    A Fee-Based Annuity for the DOL Era?

    Great American Life touts a DOL-compliant annuity, how HNW investors invest and why Ric Edelman isn't sweating the presidential election....More
  • department of labor
    Sep 21, 2016

    One DOL Lawsuit May Have a Shot

    In a hearing for insurance agency Market Synergy’s suit against the Department of Labor Wednesday, the group’s attorneys told the judge, ‘This is a rifle shot.’...More
  • grandparents family college graduate
    Sep 21, 2016
    The Daily Brief

    Grandparents Willing to Help Out With College Savings

    High net worth grandparents willing to help pay for college, Schwab Advisor Services launches cybersecurity suite and Innovation Partners starts using Yodlee portal....More
  • Sep 20, 2016
    The Daily Brief

    New Fiduciary Training Program

    Fi360 created a new fiduciary rule training program, new study details how fintech is shaping wealth management and antimicrobial resistance could cause the next global financial crisis....More
  • Sep 19, 2016
    The Daily Brief

    Advisors Aware But Unprepared for Cyber Risks

    Advisors are aware of but unprepared for cybersecurity risks, Personal Capital passes $3 billion in AUM and a former advisor is suing the police after being falsely accused of bank robbery....More
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