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



Waddell & Reed Integrates With eMoney Platform

  • Jul 29, 2016
    The Daily Brief

    Can Pets Boost Retirement Savings?

    Cats and dogs help people save for retirement, panel discusses how financial services firms could fund cybersecurity and a judge rules bitcoin isn't real money....More
  • Jul 28, 2016

    Funds Launched in Times of Crisis Outperform

    New funds launched during times of high volatility don’t necessarily attract more assets, but they do have better risk-adjusted returns, according to a new Morningstar report....More
  • Jul 28, 2016
    The Daily Brief

    Cruising Through Retirement

    Cruises a housing option for retirees, Shirl Penney named to Aspen Institute fellowship and Fidelity launches new robo advisor....More
  • Jul 27, 2016
    The Daily Brief

    Which Hurts More, Buying or Selling?

    Selling is more emotionally taxing than buying, people with disabilities make great advisors and Investopedia's advice hub takes off....More
  • Jul 26, 2016

    Securities Class Action Filings Up 17 Percent

    More shareholders are taking their frustrations to court, with mergers and acquisitions driving a lot of new securities class action filings, according to a new report....More
  • Jul 26, 2016
    The Daily Brief

    Who’s Happy About the DOL Rule?

    Not everyone is dreading the new fiduciary rule, wealth management firms need to embrace innovation to survive and investors are optimistic about emerging markets....More
  • Jul 25, 2016
    The Daily Brief

    AUM Growth to Slow

    Advisors need to work harder to keep up AUM, Jeff Bezos moves to No. 3 richest man in world and the art market is slumping....More
  • Jul 22, 2016
    The Daily Brief

    Most High Net Worth Investors Are Digitally Savvy

    Most high net worth clients are digitally savvy, Oppenheimer Funds announces a new iPad app for advisors and Marketwatch lists the best beach town bargains for clients....More
  • Jul 21, 2016
    The Daily Brief

    ARK Launches First 3D Printing ETF 1

    ARK launches first 3D printing ETF, TD Ameritrade Institutional and XY Planning Network partner to help young investors and a study depicts the financial risks of surgery....More
  • Jul 20, 2016
    The Daily Brief

    Dez Bryant Sues Former Financial Advisor

    Dez Bryant sues his former financial advisor, PIABA files court brief in support of DOL fiduciary rule and Ric Edelman re-releases his 2009 book....More
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