Community http://wealthmanagement.com/taxonomy/term/13002/more en Emotional Scars http://wealthmanagement.com/blog/emotional-scars <div class="node-body blog-body">Investors are still skittish about the economy, Wealth Access and Orion increase integration, estate tax changes and Hillary Clinton gets "the question" from a financial advisor.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/emotional-scars" target="_blank">read more</a></p> http://wealthmanagement.com/blog/emotional-scars#comments People Technology Blogs Estate Planning Asset Management The Daily Brief Fri, 05 Feb 2016 11:00:00 +0000 1098751 at http://wealthmanagement.com NASAA Updates Series 63, 65, 66 Exam Content http://wealthmanagement.com/blog/nasaa-updates-series-63-65-66-exam-content <div class="node-body blog-body">The Series 63, 65 and 66 exams are keeping with the times. The North American Securities Administrators Association announced Thursday the exams, which are administered by FINRA, will now test for knowledge around social media and cybersecurity topics.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/rulebook">Rulebook</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/nasaa-updates-series-63-65-66-exam-content" target="_blank">read more</a></p> http://wealthmanagement.com/blog/nasaa-updates-series-63-65-66-exam-content#comments Industry Blogs Rulebook Thu, 04 Feb 2016 20:51:00 +0000 1098961 at http://wealthmanagement.com Go For Gold? http://wealthmanagement.com/blog/go-gold <div class="node-body blog-body">Negative interest rates helping gold prices recover, investors don't understand fixed income, Cambridge names fiduciary czar and ancient artifacts found.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/go-gold" target="_blank">read more</a></p> http://wealthmanagement.com/blog/go-gold#comments People Alternative Investments Blogs Fixed Income High Net Worth Valuations The Daily Brief Thu, 04 Feb 2016 11:00:00 +0000 1097861 at http://wealthmanagement.com <p><em>Copyright Mark Kolbe, Getty Images</em></p> Cash Was King in January http://wealthmanagement.com/blog/cash-was-king-january <div class="node-body blog-body">Cash holders making money in 2016, multiple auditors can lead to questionable tax claims, Americans doing their taxes at home and one advisor has his hands in everything.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/cash-was-king-january" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cash-was-king-january#comments People Taxes Blogs Client Relations Prospecting The Daily Brief Wed, 03 Feb 2016 11:00:00 +0000 1097051 at http://wealthmanagement.com The Robo Wealth Manager is Coming http://wealthmanagement.com/blog/robo-wealth-manager-coming <div class="node-body blog-body">The future for robo advisors is wealth management, Sesame Workshop teaming up on venture capital, growth in non-traditional emerging markets and The American College of Financial Services has a new dean.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/robo-wealth-manager-coming" target="_blank">read more</a></p> http://wealthmanagement.com/blog/robo-wealth-manager-coming#comments People Technology Alternative Investments Blogs Equities The Daily Brief Tue, 02 Feb 2016 11:00:00 +0000 1095781 at http://wealthmanagement.com The Puzzler #52: Ten Puzzles to Work Out Your Brain http://wealthmanagement.com/games/puzzler-52-ten-puzzles-work-out-your-brain <div class="node-body article-body">These multiple-choice puzzles are meant to yield easily to solution, so if you find yourself working too hard, it's likely the solution lies elsewhere.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/games/puzzler-52-ten-puzzles-work-out-your-brain" target="_blank">read more</a></p> http://wealthmanagement.com/games/puzzler-52-ten-puzzles-work-out-your-brain#comments Games Mon, 01 Feb 2016 18:12:00 +0000 1095561 at http://wealthmanagement.com PhotoEuphoria/iStock/Thinkstock Editor's Letter: February 2016 http://wealthmanagement.com/etfs/editors-letter-february-2016 <div class="field-deck"> Nothing Stays Simple </div> <div class="node-body article-body">For most investors with a 10-year plus horizon, the trend toward simple, passive index investing, at least for core positions, is irrefutable.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/etfs/editors-letter-february-2016" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/editors-letter-february-2016#comments Commentary ETFs Mon, 01 Feb 2016 15:18:00 +0000 1095251 at http://wealthmanagement.com The Stocks Millennials Buy http://wealthmanagement.com/blog/stocks-millennials-buy <div class="node-body blog-body">The stocks millennials buy, FINRA gets approval for its crowdfunding rules, Preet Bharara on "Billions" and Summit Wealth Management's COO indicted for fraud.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/stocks-millennials-buy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/stocks-millennials-buy#comments Legal People Blogs Equities Regulation & Compliance The Daily Brief Mon, 01 Feb 2016 11:00:00 +0000 1094201 at http://wealthmanagement.com ETFs Reach All-Time High http://wealthmanagement.com/blog/etfs-reach-all-time-high <div class="node-body blog-body">ETF assets are at an all-new high, the battle over the meaning of fiduciary duties and the “best interest” standard is only beginning, the hidden risks of mutual funds and millennials lack financial literacy.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/etfs-reach-all-time-high" target="_blank">read more</a></p> http://wealthmanagement.com/blog/etfs-reach-all-time-high#comments Industry Blogs Client Relations ETFs Mutual Funds The Daily Brief Fri, 29 Jan 2016 11:00:00 +0000 1093081 at http://wealthmanagement.com FINRA Plans Changes to Registration and Testing Rules http://wealthmanagement.com/blog/finra-plans-changes-registration-and-testing-rules <div class="node-body blog-body">The Financial Industry Regulatory Authority will be working on a number of rule changes in 2016, including moving forward on its plan to revamp license testing, as well as creating a waiver program for those taking a leave of absence or performing different job functions.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/rulebook">Rulebook</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/finra-plans-changes-registration-and-testing-rules" target="_blank">read more</a></p> http://wealthmanagement.com/blog/finra-plans-changes-registration-and-testing-rules#comments Industry Blogs Regulation & Compliance Rulebook Thu, 28 Jan 2016 20:11:00 +0000 1093221 at http://wealthmanagement.com <p>Bob Colby, FINRA&#39;s <span class="st">Chief Legal Officer</span></p>