RIAs http://wealthmanagement.com/taxonomy/term/39411/more en Garrett Planning Network Acquired by Insurer: April Fools http://wealthmanagement.com/blog/garrett-planning-network-acquired-insurer-april-fools <div class="node-body blog-body">In an April Fool’s Day joke, Garrett Planning Network announced it was being acquired by a bogus life insurance company for more than the rumored amount Northwestern Mutual paid for LearnVest. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/garrett-planning-network-acquired-insurer-april-fools" target="_blank">read more</a></p> http://wealthmanagement.com/blog/garrett-planning-network-acquired-insurer-april-fools#comments RIAs Blogs Indie Advisor Wed, 01 Apr 2015 13:58:00 +0000 828461 at http://wealthmanagement.com RIA 2014 Deal Flow Steady http://wealthmanagement.com/blog/ria-2014-deal-flow-steady <div class="node-body blog-body">Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services mid-year review.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ria-2014-deal-flow-steady" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ria-2014-deal-flow-steady#comments Industry RIAs Blogs Advisor Intelligence Tue, 31 Mar 2015 13:30:00 +0000 827041 at http://wealthmanagement.com Top 25 Women-Owned RIAs 2015 http://wealthmanagement.com/rankings/top-25-women-owned-rias-2015 <div class="node-body data_table-body">The Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. </div> <div class="field-csv-file"> <span>CSV File:&nbsp;</span> <div class="filefield-file"><img class="filefield-icon field-icon-text-csv" alt="text/csv icon" src="http://wealthmanagement.com/sites/all/modules/contrib/filefield/icons/text-x-generic.png" /><a href="http://wealthmanagement.com/site-files/wealthmanagement.com/files/data-tables/Women-Owned RIAs 2015.csv" type="text/csv; length=2421">Women-Owned RIAs 2015.csv</a></div> </div> <div class="field-disable-sidebar"> Off </div> <fieldset class="fieldgroup group-images"><legend>Images</legend> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2015/03/women-owned-ria-shironosov-istock-thinkstockphotos-500478741.jpg?1427806851" /> </div> </fieldset> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rankings/top-25-women-owned-rias-2015" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/top-25-women-owned-rias-2015#comments RIAs Rankings Tue, 31 Mar 2015 12:36:00 +0000 822501 at http://wealthmanagement.com shironosov/iStock/Thinkstock LPL Adds $2 Billion Super-OSJ to RIA Custody Platform http://wealthmanagement.com/rias/lpl-adds-2-billion-super-osj-ria-custody-platform <div class="node-body article-body">A super-OSJ with $2 billion in assets has joined LPL's RIA custodial platform.</div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> LPLA </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rias/lpl-adds-2-billion-super-osj-ria-custody-platform" target="_blank">read more</a></p> http://wealthmanagement.com/rias/lpl-adds-2-billion-super-osj-ria-custody-platform#comments IBDs RIAs Tue, 31 Mar 2015 12:32:00 +0000 826961 at http://wealthmanagement.com Pay for Top Charles Schwab Corp Execs Fell 5-10 Percent in 2014 http://wealthmanagement.com/industry/pay-top-charles-schwab-corp-execs-fell-5-10-percent-2014 <div class="node-body article-body">Walter Bettinger, president and chief executive of Charles Schwab Corp, earned $11.8 million in cash, options and restricted stock awards in 2014, 7 percent below the $12.7 million he was paid in 2013.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/pay-top-charles-schwab-corp-execs-fell-5-10-percent-2014" target="_blank">read more</a></p> http://wealthmanagement.com/industry/pay-top-charles-schwab-corp-execs-fell-5-10-percent-2014#comments Industry RIAs Mon, 30 Mar 2015 13:00:00 +0000 825081 at http://wealthmanagement.com <p>Charles Schwab CEO Walt Bettinger&nbsp;received a salary of $1 million, $4.2 million of cash bonuses, and stock and option awards valued at their grant date at a cumulative $6.5 million.&nbsp;</p> Vanguard Mutual Funds vs. Vanguard ETFs http://wealthmanagement.com/blog/vanguard-mutual-funds-vs-vanguard-etfs <div class="node-body blog-body">Financial advisor Allan Roth argues on ETF.com that Vanguard ETFs and mutual funds are, in some cases, similar in cost and design, but the the mutual fund holds some distinct advantages.</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/vanguard-mutual-funds-vs-vanguard-etfs" target="_blank">read more</a></p> http://wealthmanagement.com/blog/vanguard-mutual-funds-vs-vanguard-etfs#comments Markets RIAs Technology Blogs ETFs Mutual Funds The Daily Brief Tue, 24 Mar 2015 09:00:00 +0000 821151 at http://wealthmanagement.com Schwab Reveals Intelligent Portfolios For Advisors http://wealthmanagement.com/technology/schwab-reveals-intelligent-portfolios-advisors <div class="node-body article-body">Weeks after announcing the launch of an automated investing platform for retail investors, Schwab is white-labeling the technology for advisors.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/schwab-reveals-intelligent-portfolios-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/technology/schwab-reveals-intelligent-portfolios-advisors#comments RIAs Technology Client Relations Mon, 23 Mar 2015 18:20:00 +0000 820921 at http://wealthmanagement.com <p>Institutional Intelligent Portfolios integrates with Schwab Advisor Center, the website that provides custody, trading and support services, to work with advisors&rsquo; existing workflow.</p> The Tax Capital http://wealthmanagement.com/blog/tax-capital <div class="node-body blog-body">Where do people pay the highest taxes? Washington D.C., according to MoneyRates.com.</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/tax-capital" target="_blank">read more</a></p> http://wealthmanagement.com/blog/tax-capital#comments Industry People RIAs Taxes Blogs The Daily Brief Tue, 17 Mar 2015 09:00:00 +0000 815441 at http://wealthmanagement.com <p><em>Copyright Justin Sullivan, Getty Images</em></p> What Dooms Retirement? Children http://wealthmanagement.com/blog/what-dooms-retirement-children <div class="node-body blog-body">Boomerang kids ruin retirement for their parents, according to a new survey by market research firm Hearts & Wallets.</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/what-dooms-retirement-children" target="_blank">read more</a></p> http://wealthmanagement.com/blog/what-dooms-retirement-children#comments Industry Markets RIAs Blogs Retirement Planning The Daily Brief Mon, 16 Mar 2015 09:00:00 +0000 814191 at http://wealthmanagement.com <p><em>bobaa22/iStock/Thinkstock</em></p> <p>&nbsp;</p> TD Ameritrade CEO Nixes Talk About Buying E*Trade Financial http://wealthmanagement.com/industry/td-ameritrade-ceo-nixes-talk-about-buying-etrade-financial <div class="field-byline"> Reuters </div> <div class="node-body article-body">TD Ameritrade Holding Corp has no interest at the moment in buying smaller discount brokerage rival E*Trade Financial Corp, TD Ameritrade Chief Executive Fred Tomczyk said on Tuesday.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/td-ameritrade-ceo-nixes-talk-about-buying-etrade-financial" target="_blank">read more</a></p> http://wealthmanagement.com/industry/td-ameritrade-ceo-nixes-talk-about-buying-etrade-financial#comments Industry RIAs Wed, 11 Mar 2015 13:26:00 +0000 809391 at http://wealthmanagement.com