Blogs http://wealthmanagement.com/taxonomy/term/40851/more en Be a Monkey http://wealthmanagement.com/blog/be-monkey <div class="node-body blog-body">Forget picking stocks and stick to passive, index-based funds, says Princeton University professor Burton Malkiel on ETFFunds.com.</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/be-monkey" target="_blank">read more</a></p> http://wealthmanagement.com/blog/be-monkey#comments Blogs ETFs Marketing High Net Worth The Daily Brief Fri, 23 Jan 2015 10:00:00 +0000 758691 at http://wealthmanagement.com <p><em>Copyright Douglas Grundy, Getty Images</em></p> 35% of Wirehouse Advisors Set to Retire within 10 Years http://wealthmanagement.com/blog/35-wirehouse-advisors-set-retire-within-10-years <div class="node-body blog-body">It&rsquo;s news to no one that the industry is shedding financial advisors. But the numbers highlighted in Cerulli Associate&rsquo;s newest research provides a stark breakdown of the looming problem.</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/35-wirehouse-advisors-set-retire-within-10-years" target="_blank">read more</a></p> http://wealthmanagement.com/blog/35-wirehouse-advisors-set-retire-within-10-years#comments Blogs Wirehouse Advisor Intelligence Thu, 22 Jan 2015 20:15:00 +0000 758781 at http://wealthmanagement.com <p>Photo by Justin Sullivan/Getty Images</p> Edelman Hires CFO as COO http://wealthmanagement.com/blog/edelman-hires-cfo-coo <div class="node-body blog-body">Ric Edelman, founder of Edelman Financial, has found a new COO, starting the process of replacing himself at the helm of the RIA. Edelman has moved CFO Rene Chaze to the newly created COO role. </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/edelman-hires-cfo-coo" target="_blank">read more</a></p> http://wealthmanagement.com/blog/edelman-hires-cfo-coo#comments Legal People RIAs Blogs High Net Worth Retirement Planning The Daily Brief Thu, 22 Jan 2015 10:00:00 +0000 757681 at http://wealthmanagement.com A Financial Advisor at Work http://wealthmanagement.com/blog/financial-advisor-work <div class="node-body blog-body">Financial advice coming from employers is becoming more personalized, according to this article in Money. </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/financial-advisor-work" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-advisor-work#comments Blogs The Daily Brief Wed, 21 Jan 2015 10:00:00 +0000 756761 at http://wealthmanagement.com Rich Millennials More Likely to Keep Advisors Than Poor Millennials http://wealthmanagement.com/blog/rich-millennials-more-likely-keep-advisors-poor-millennials <div class="node-body blog-body"><p>The wealthier millennials are, the less likely they are to fire their parents&#39; advisors. About two-thirds of high-net-worth millennials already using their families&rsquo; advisor have no plans on changing, compared to just a third of mass affluent millennials.</p></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/rich-millennials-more-likely-keep-advisors-poor-millennials" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rich-millennials-more-likely-keep-advisors-poor-millennials#comments Blogs Client Relations Advisor Intelligence Tue, 20 Jan 2015 19:49:00 +0000 756781 at http://wealthmanagement.com Should you Get Fired For Beating the Market? http://wealthmanagement.com/blog/should-you-get-fired-beating-market <div class="node-body blog-body">Your clients shouldn’t jump for joy or reward you with a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should fire you instead, argues one 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/should-you-get-fired-beating-market" target="_blank">read more</a></p> http://wealthmanagement.com/blog/should-you-get-fired-beating-market#comments Industry People Blogs College Planning Wirehouse The Daily Brief Tue, 20 Jan 2015 10:00:00 +0000 754291 at http://wealthmanagement.com Where Advisors are Looking to Fund Succession Plans http://wealthmanagement.com/blog/where-advisors-are-looking-fund-succession-plans <div class="node-body blog-body">Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it? </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/where-advisors-are-looking-fund-succession-plans" target="_blank">read more</a></p> http://wealthmanagement.com/blog/where-advisors-are-looking-fund-succession-plans#comments Blogs Succession Planning Third-Party Research Advisor Intelligence Fri, 16 Jan 2015 19:31:00 +0000 754281 at http://wealthmanagement.com <p>Photo by Dan Kitwood/Getty Images</p> The Daily Brief: Who's Most Influential? http://wealthmanagement.com/blog/daily-brief-whos-most-influential <div class="node-body blog-body">Help the staff of WealthManagement.com identify the contenders for its annual Wealth Management Madness tournament by naming who you believe to be the most influential person in the industry over the past year.</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/daily-brief-whos-most-influential" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-whos-most-influential#comments Industry Blogs Equities The Daily Brief Fri, 16 Jan 2015 10:00:00 +0000 753261 at http://wealthmanagement.com The Daily Brief: Who's Still Watching CNBC? http://wealthmanagement.com/blog/daily-brief-whos-still-watching-cnbc <div class="node-body blog-body">The financial TV news channel CNBC had one of its worst years on record in 2014, all while the stock markets continued to hit all-time highs.</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/daily-brief-whos-still-watching-cnbc" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-whos-still-watching-cnbc#comments Industry People Blogs Fixed Income Retirement Planning The Daily Brief Thu, 15 Jan 2015 10:00:00 +0000 752081 at http://wealthmanagement.com <p>Image via cnbc.com</p> The Daily Brief: A Matter of Trust http://wealthmanagement.com/blog/daily-brief-matter-trust <div class="node-body blog-body">The public doesn't trust the financial services industry, according to the CFA Institute's 2015 Global Market Sentiment Survey, and the industry is blaming itself for it.</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/daily-brief-matter-trust" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-matter-trust#comments Industry Blogs Client Relations Retirement Planning The Daily Brief Wed, 14 Jan 2015 10:00:00 +0000 750841 at http://wealthmanagement.com