Blogs http://wealthmanagement.com/taxonomy/term/40851/more en Hybrid RIA Lures Away $220M Advisor Duo From RBC http://wealthmanagement.com/blog/hybrid-ria-lures-away-220m-advisor-duo-rbc <div class="node-body blog-body">Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The duo will affiliate with the San Diego-based hyrbid RIA as a stand-alone practice based in Salt Lake City, Utah.</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/hybrid-ria-lures-away-220m-advisor-duo-rbc" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hybrid-ria-lures-away-220m-advisor-duo-rbc#comments Blogs People Advisor Intelligence Wed, 17 Sep 2014 13:15:00 +0000 655491 at http://wealthmanagement.com Millennials Don’t Want to Talk to You on Social Media, Study Says http://wealthmanagement.com/blog/millennials-don-t-want-talk-you-social-media-study-says <div class="node-body blog-body">Despite years of hype around social media, a new study finds that millennials don't want financial institutions contacting them on social media. </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/millennials-don-t-want-talk-you-social-media-study-says" target="_blank">read more</a></p> http://wealthmanagement.com/blog/millennials-don-t-want-talk-you-social-media-study-says#comments Blogs Technology Marketing Advisor Intelligence Mon, 15 Sep 2014 16:56:00 +0000 653431 at http://wealthmanagement.com Invest in Your Health to Secure Retirement Wealth http://wealthmanagement.com/blog/invest-your-health-secure-retirement-wealth <div class="node-body blog-body">A new study by Merrill Lynch and Age Wave shows that over half of retirees had to retire earlier than planned because of health problems—one in three because of health problems.</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/invest-your-health-secure-retirement-wealth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/invest-your-health-secure-retirement-wealth#comments Blogs Industry Third-Party Research Advisor Intelligence Mon, 15 Sep 2014 13:22:00 +0000 652141 at http://wealthmanagement.com <p>Copyright Sean Gallup, Getty Images</p> Most Americans Not Interested in Financial Advice http://wealthmanagement.com/blog/most-americans-not-interested-financial-advice <div class="node-body blog-body">A majority of Americans aren’t interested in getting financial advice—about 65 percent, according to a recent TIAA-CREF survey.</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/most-americans-not-interested-financial-advice" target="_blank">read more</a></p> http://wealthmanagement.com/blog/most-americans-not-interested-financial-advice#comments Blogs Third-Party Research Advisor Intelligence Wed, 10 Sep 2014 13:21:00 +0000 649731 at http://wealthmanagement.com Why the Existing Fiduciary Rule Won’t Work for Brokerages http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages <div class="node-body blog-body">As part of Fiduciary September festivities, RBC Wealth Management’s John Taft challenged fiduciary standard advocates, and explained why the current standard won’t fly in the brokerage world. </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/why-existing-fiduciary-rule-won-t-work-brokerages" target="_blank">read more</a></p> http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages#comments Blogs Fiduciary Professions Regulation & Compliance Indie Advisor Tue, 09 Sep 2014 15:45:00 +0000 648731 at http://wealthmanagement.com The SEC Needs to Fix the Problem It Created http://wealthmanagement.com/blog/sec-needs-fix-problem-it-created <div class="node-body blog-body">Investors are being deceived about the nature of the advice they're getting, and it's a problem the SEC has created, says investor advocate Barbara Roper. </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/sec-needs-fix-problem-it-created" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sec-needs-fix-problem-it-created#comments Blogs Legal Regulation & Compliance Rulebook Thu, 04 Sep 2014 21:54:00 +0000 645851 at http://wealthmanagement.com Post-Vacation, Don’t Go for the Email Inbox http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox <div class="node-body blog-body">You’ve just come back from vacation. But before you answer emails, consider, how can you make the most difference in your practice? </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/post-vacation-don-t-go-email-inbox" target="_blank">read more</a></p> http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox#comments Blogs Business Planning Indie Advisor Wed, 03 Sep 2014 19:38:00 +0000 644471 at http://wealthmanagement.com Number of Women Advisors on the Rise, Especially at Banks http://wealthmanagement.com/blog/number-women-advisors-rise-especially-banks <div class="node-body blog-body">The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but make up 33.3 percent of advisors working at banks.</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/number-women-advisors-rise-especially-banks" target="_blank">read more</a></p> http://wealthmanagement.com/blog/number-women-advisors-rise-especially-banks#comments Blogs Industry Advisor Intelligence Thu, 21 Aug 2014 16:49:00 +0000 635221 at http://wealthmanagement.com <p>Copyright Hulton Archive, Getty Images.</p> RIAs Gaining Ground, But Wires More Productive http://wealthmanagement.com/blog/rias-gaining-ground-wires-more-productive <div class="node-body blog-body"><p>RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more productive.</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/rias-gaining-ground-wires-more-productive" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-gaining-ground-wires-more-productive#comments Blogs RIAs Wirehouse Advisor Intelligence Thu, 21 Aug 2014 13:00:00 +0000 634611 at http://wealthmanagement.com The Blotter Report: Dirty Rotten Liars http://wealthmanagement.com/blog/blotter-report-dirty-rotten-liars <div class="node-body blog-body">A self-titled financial coach is in trouble over some shady financial advice while a Missouri who took off over his con starting unraveling takes a plea deal.</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/blotter-report-dirty-rotten-liars" target="_blank">read more</a></p> http://wealthmanagement.com/blog/blotter-report-dirty-rotten-liars#comments Blogs Legal Rulebook Mon, 18 Aug 2014 18:21:00 +0000 632561 at http://wealthmanagement.com