Blogs

RSS

Financial and investment blogs from the staff writers of WealthManagement.com.

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/advisor-intelligence-small.jpg What's Advisor Intelligence?
The quick hits of information you need to make you a smarter wealth manager.
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/indie-advisor-small.jpg What's Indie Advisor?
Indepedent Advisors Practices and Business.
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/rulebook-small.jpg What's Rulebook?
Compliance, regulatory and legal issues, with a fair amount of cops and robbers for fun.
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/yield-of-dreams-small.jpg What's Yield of Dreams?
Casting a gimlet-eye on the independent broker/dealer channel and asset management issues.


Most Recent Blog Posts

The Daily Brief: Halloween Money Tricks

  • Oct 31, 2014
    blog

    The Daily Brief: Halloween Money Tricks

    Bloomberg Businessweek broke down the National Retail Federation's data on how much American consumers spend on Halloween. Most frightening? The $67.7 billion total spent over the past decade....More
  • Oct 30, 2014
    blog

    Half of RIAs Looking to Make a Deal

    About half of RIAs are looking to make at least one acquisition this year, with succession planning and scalability acting as the biggest drivers....More
  • Oct 30, 2014
    blog

    The Daily Brief: Bitcoin Grows Up

    Two Bitcoin companies, BitPay, a payment processor, and Vaurum, an exchange for institutional investors, have hired Arthur Levitt Jr., who served as the chairman of the SEC from 1993 to 2001, as an adivsor....More
  • Oct 29, 2014
    blog

    The Daily Brief: Zombie Advisor

    Two years after being declared dead, ex-investment adviser from Georgia was sentenced to 30 years for losing clients' money, AP reported on Tuesday. Aubrey Lee Price, 48, lost much of the $40 million he raised from about 115 clients and then vanished in 2012....More
  • Oct 28, 2014
    blog

    The Daily Brief: The Robo Advisor Debate Continues

    Robo-advisors aren't necessarily new to the financial services industry, but with the likes of Charles Schwab entering the field to compete with the Wealthfronts, Betterments and FutureAdvisors out there, they're getting renewed attention....More
  • Oct 27, 2014
    blog

    The Daily Brief: The Middle Class and Retirement

    Wells Fargo recently released its annual Middle Class Retirement Study, in which 20 percent of respondents said they would rather die early than not have enough money to live comfortably in retirement....More
  • Oct 24, 2014
    blog

    The Daily Brief: Women and Wealth

    Women are living longer than men. We all knew that. But, as a result, they're the ones who wind up having to manage what's left of the money....More
  • Oct 23, 2014
    blog

    Fiduciary Advocates: We Need a New Strategy

    The brokerage industry outspends RIAs 50 to one in lobbying dollars, and the press hasn't done a good job covering the fiduciary debate, advocates for the fiduciary standard said during NAPFA's fall conference today. The industry needs a new strategy....More
  • Oct 23, 2014
    blog

    The Daily Brief: Antoine Walker's Financial Failure

    Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a posse of "about eight to nine guys."...More
  • Oct 22, 2014
    blog

    The Daily Brief: Asia Pacific Wealth Report 2014

    According to the Asia Pacific Wealth Report 2014, by Capgemini and RBC Wealth Management, the region's population of high-net-worth investors grew 17 percent to 4.3 million, while their assets grew 18 percent to $14.2 trillion....More
Industry Newsletters
Investment Category Sponsor Links

 

Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×