Community http://wealthmanagement.com/taxonomy/term/13002/more en Investors Want to Feel Confident With Digital Investing http://wealthmanagement.com/blog/investors-want-feel-confident-digital-investing <div class="node-body blog-body">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.</div> <p><a href="http://wealthmanagement.com/blog/investors-want-feel-confident-digital-investing" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-want-feel-confident-digital-investing#comments Industry People Technology Blogs The Daily Brief Thu, 29 Sep 2016 10:00:00 +0000 1340761 at http://wealthmanagement.com New Robo Targets Muslim Investors http://wealthmanagement.com/blog/new-robo-targets-muslim-investors <div class="node-body blog-body">Robo advisor targets Muslim investors, Envestnet Institute adds colleges and Concert advisors join Sowell Management Services.</div> <p><a href="http://wealthmanagement.com/blog/new-robo-targets-muslim-investors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-robo-targets-muslim-investors#comments Industry RIAs Technology Blogs The Daily Brief Wed, 28 Sep 2016 10:00:00 +0000 1338981 at http://wealthmanagement.com Advice a Growth Driver for Discount Brokers http://wealthmanagement.com/blog/advice-growth-driver-discount-brokers <div class="node-body blog-body">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.</div> <p><a href="http://wealthmanagement.com/blog/advice-growth-driver-discount-brokers" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advice-growth-driver-discount-brokers#comments Industry Technology Blogs Retirement Planning The Daily Brief Tue, 27 Sep 2016 10:00:00 +0000 1336901 at http://wealthmanagement.com Regulatory Pendulum Gets a Huge Push From Wells Fargo http://wealthmanagement.com/regulation-compliance/regulatory-pendulum-gets-huge-push-wells-fargo <div class="node-body article-body">Former RBC Wealth Management CEO John Taft cautions lawmakers against using the Wells Fargo scandal to impose more burdensome regulations on financial institutions.</div> <p><a href="http://wealthmanagement.com/regulation-compliance/regulatory-pendulum-gets-huge-push-wells-fargo" target="_blank">read more</a></p> http://wealthmanagement.com/regulation-compliance/regulatory-pendulum-gets-huge-push-wells-fargo#comments Industry Commentary Regulation & Compliance Mon, 26 Sep 2016 19:20:00 +0000 1336921 at http://wealthmanagement.com <p>The former head of RBC Wealth Management cautions against more regulations in the wake of the Wells Fargo scandal.</p> The Top VC Investors? Not Who You’d Think http://wealthmanagement.com/blog/top-vc-investors-not-who-you-d-think <div class="node-body blog-body">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. </div> <p><a href="http://wealthmanagement.com/blog/top-vc-investors-not-who-you-d-think" target="_blank">read more</a></p> http://wealthmanagement.com/blog/top-vc-investors-not-who-you-d-think#comments Industry Technology Blogs Mutual Funds Asset Management Valuations The Daily Brief Mon, 26 Sep 2016 10:00:00 +0000 1334201 at http://wealthmanagement.com Global Wealth Slows http://wealthmanagement.com/blog/global-wealth-slows <div class="node-body blog-body">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.</div> <p><a href="http://wealthmanagement.com/blog/global-wealth-slows" target="_blank">read more</a></p> http://wealthmanagement.com/blog/global-wealth-slows#comments Industry Blogs Client Relations High Net Worth The Daily Brief Fri, 23 Sep 2016 10:00:00 +0000 1332101 at http://wealthmanagement.com A Fee-Based Annuity for the DOL Era? http://wealthmanagement.com/blog/fee-based-annuity-dol-era <div class="node-body blog-body">Great American Life touts a DOL-compliant annuity, how HNW investors invest and why Ric Edelman isn't sweating the presidential election.</div> <p><a href="http://wealthmanagement.com/blog/fee-based-annuity-dol-era" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fee-based-annuity-dol-era#comments Industry People Alternative Investments Blogs Annuities High Net Worth The Daily Brief Thu, 22 Sep 2016 10:00:00 +0000 1330471 at http://wealthmanagement.com One DOL Lawsuit May Have a Shot http://wealthmanagement.com/blog/one-dol-lawsuit-may-have-shot <div class="node-body blog-body">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.’</div> <p><a href="http://wealthmanagement.com/blog/one-dol-lawsuit-may-have-shot" target="_blank">read more</a></p> http://wealthmanagement.com/blog/one-dol-lawsuit-may-have-shot#comments Industry Legal Blogs Rulebook Wed, 21 Sep 2016 20:52:00 +0000 1330691 at http://wealthmanagement.com On The Cover: October 2016 http://wealthmanagement.com/community/cover-october-2016 <div class="node-body article-body">Associate legal editor Anna Sulkin discusses this month's cover</div> <p><a href="http://wealthmanagement.com/community/cover-october-2016" target="_blank">read more</a></p> http://wealthmanagement.com/community/cover-october-2016#comments Community Public Wed, 21 Sep 2016 18:54:00 +0000 1330411 at http://wealthmanagement.com Note From The Editor: October 2016 http://wealthmanagement.com/community/note-editor-october-2016 <div class="node-body article-body">Editor in Chief Susan R. Lipp discusses the contents of this month's issue</div> <p><a href="http://wealthmanagement.com/community/note-editor-october-2016" target="_blank">read more</a></p> http://wealthmanagement.com/community/note-editor-october-2016#comments Community Public Wed, 21 Sep 2016 18:28:00 +0000 1330401 at http://wealthmanagement.com