Blogs http://wealthmanagement.com/taxonomy/term/40851/more en 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 Grandparents Willing to Help Out With College Savings http://wealthmanagement.com/blog/grandparents-willing-help-out-college-savings <div class="node-body blog-body">High net worth grandparents willing to help pay for college, Schwab Advisor Services launches cybersecurity suite and Innovation Partners starts using Yodlee portal.</div> <p><a href="http://wealthmanagement.com/blog/grandparents-willing-help-out-college-savings" target="_blank">read more</a></p> http://wealthmanagement.com/blog/grandparents-willing-help-out-college-savings#comments Technology Blogs College Planning The Daily Brief Wed, 21 Sep 2016 10:00:00 +0000 1328811 at http://wealthmanagement.com New Fiduciary Training Program http://wealthmanagement.com/blog/new-fiduciary-training-program <div class="node-body blog-body">Fi360 created a new fiduciary rule training program, new study details how fintech is shaping wealth management and antimicrobial resistance could cause the next global financial crisis.</div> <p><a href="http://wealthmanagement.com/blog/new-fiduciary-training-program" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-fiduciary-training-program#comments Industry Markets Technology Blogs The Daily Brief Tue, 20 Sep 2016 10:00:00 +0000 1326631 at http://wealthmanagement.com Advisors Aware But Unprepared for Cyber Risks http://wealthmanagement.com/blog/advisors-aware-unprepared-cyber-risks <div class="node-body blog-body">Advisors are aware of but unprepared for cybersecurity risks, Personal Capital passes $3 billion in AUM and a former advisor is suing the police after being falsely accused of bank robbery.</div> <p><a href="http://wealthmanagement.com/blog/advisors-aware-unprepared-cyber-risks" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-aware-unprepared-cyber-risks#comments Industry Legal Technology Blogs The Daily Brief Mon, 19 Sep 2016 10:00:00 +0000 1324151 at http://wealthmanagement.com Kids Introduce Parents to Fintech http://wealthmanagement.com/blog/kids-introduce-parents-fintech <div class="node-body blog-body">Kids teach their parents about fintech, Panoramix partners with Redtail and Nelly owes $2 million in back taxes.</div> <p><a href="http://wealthmanagement.com/blog/kids-introduce-parents-fintech" target="_blank">read more</a></p> http://wealthmanagement.com/blog/kids-introduce-parents-fintech#comments Taxes Technology Blogs High Net Worth The Daily Brief Fri, 16 Sep 2016 10:00:00 +0000 1322501 at http://wealthmanagement.com Todd Clarke to Lead New NorthStar Team http://wealthmanagement.com/blog/todd-clarke-lead-new-northstar-team <div class="node-body blog-body">NorthStar Financial adds national accounts team, DriveWealth partners with Invessence and librarian leaves life savings to UNH.</div> <p><a href="http://wealthmanagement.com/blog/todd-clarke-lead-new-northstar-team" target="_blank">read more</a></p> http://wealthmanagement.com/blog/todd-clarke-lead-new-northstar-team#comments Industry Technology Blogs Philanthropy The Daily Brief Thu, 15 Sep 2016 10:00:00 +0000 1320641 at http://wealthmanagement.com Love, Money & Millennials http://wealthmanagement.com/blog/love-money-millennials <div class="node-body blog-body">Millennials love to talk about money, gender lens investing is on the rise and Stifel acquires City Financial Corp.</div> <p><a href="http://wealthmanagement.com/blog/love-money-millennials" target="_blank">read more</a></p> http://wealthmanagement.com/blog/love-money-millennials#comments Industry Alternative Investments Blogs Client Relations The Daily Brief Wed, 14 Sep 2016 10:00:00 +0000 1318621 at http://wealthmanagement.com The Wealth Transfer Has Already Begun http://wealthmanagement.com/blog/wealth-transfer-has-already-begun <div class="node-body blog-body">The wealth transfer has started, saving makes people happier than spending and investors would use ETFs to replace other vehicles. </div> <p><a href="http://wealthmanagement.com/blog/wealth-transfer-has-already-begun" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-transfer-has-already-begun#comments RIAs Blogs Client Relations ETFs High Net Worth Retirement Planning The Daily Brief Tue, 13 Sep 2016 10:00:00 +0000 1316871 at http://wealthmanagement.com