Blogs http://wealthmanagement.com/taxonomy/term/40851/more en Wealth Management Madness 2015: Final Four Recap http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap <div class="node-body blog-body">After four weeks, it’s down to the final two contenders. Who will take it all? But first let’s recap last week’s showdown of the Final Four, where over 3,000 people cast votes to advance their favorites to the finals.</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/wealth-management-madness-2015-final-four-recap" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap#comments Blogs Wealth Management Madness Advisor Intelligence Fri, 27 Mar 2015 13:57:00 +0000 824731 at http://wealthmanagement.com Too Big to Fail? http://wealthmanagement.com/blog/too-big-fail <div class="node-body blog-body">Vanguard experienced net inflow of $219 billion into U.S. mutual funds and ETFs in 2014, and is predicted to command 20 percent of total industry assets by the end of 2015.</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/too-big-fail" target="_blank">read more</a></p> http://wealthmanagement.com/blog/too-big-fail#comments Industry Blogs Fixed Income Asset Management Retirement Planning The Daily Brief Fri, 27 Mar 2015 09:00:00 +0000 823121 at http://wealthmanagement.com Market Forces Driving Advisors Towards Riskier Portfolios http://wealthmanagement.com/blog/market-forces-driving-advisors-towards-riskier-portfolios <div class="node-body blog-body">Due to low interest rates and stressed insurers, advisors are replacing variable annuities with dividend-paying equities as a retirement income strategy. </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/market-forces-driving-advisors-towards-riskier-portfolios" target="_blank">read more</a></p> http://wealthmanagement.com/blog/market-forces-driving-advisors-towards-riskier-portfolios#comments Industry Blogs Advisor Intelligence Thu, 26 Mar 2015 20:58:00 +0000 823971 at http://wealthmanagement.com Legendary Coach Dean Smith Planned a Final Farewall for his Players http://wealthmanagement.com/blog/legendary-coach-dean-smith-planned-final-farewall-his-players <div class="node-body blog-body"><p>Almost two months after the iconic coach Dean Smith passed away, his former players received a final farewell this week.</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/legendary-coach-dean-smith-planned-final-farewall-his-players" target="_blank">read more</a></p> http://wealthmanagement.com/blog/legendary-coach-dean-smith-planned-final-farewall-his-players#comments Blogs Estate Planning Advisor Intelligence Thu, 26 Mar 2015 20:54:00 +0000 823911 at http://wealthmanagement.com <p>Copyright&nbsp;Doug Pensinger,&nbsp;Getty Images</p> Health Trumps Wealth http://wealthmanagement.com/blog/health-trumps-wealth <div class="node-body blog-body">Eighty percent of retirees in better health report having a positive experience in retirement, compared to only 59 percent of those in poorer health.</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/health-trumps-wealth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/health-trumps-wealth#comments Industry Legal Blogs Retirement Planning The Daily Brief Thu, 26 Mar 2015 09:00:00 +0000 822911 at http://wealthmanagement.com Edelman's XT ETF http://wealthmanagement.com/blog/edelmans-xt-etf <div class="node-body blog-body">Ric Edelman’s “exponential technology” strategy for investment management is now a BlackRock ETF. </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/edelmans-xt-etf" target="_blank">read more</a></p> http://wealthmanagement.com/blog/edelmans-xt-etf#comments Industry Alternative Investments Blogs ETFs Marketing The Daily Brief Wed, 25 Mar 2015 09:00:00 +0000 821931 at http://wealthmanagement.com SEC Chair Supports Outside Examiners For RIAs http://wealthmanagement.com/blog/sec-chair-supports-outside-examiners-rias <div class="node-body blog-body">SEC Chair Mary Jo White told a congressional committee Tuesday she supported the idea of third-party examiners for RIAs to supplement, but not replace, those performed by her commission.</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-chair-supports-outside-examiners-rias" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sec-chair-supports-outside-examiners-rias#comments Blogs Rulebook Tue, 24 Mar 2015 21:25:00 +0000 822101 at http://wealthmanagement.com 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 Ripple Effects http://wealthmanagement.com/blog/ripple-effects <div class="node-body blog-body">Apple recently replaced AT&T on the Dow 30, and while some analysts are speculating that it could be a good move for AT&T, the change-up is creating some immediate waves.</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/ripple-effects" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ripple-effects#comments Markets Blogs Strategies Client Relations The Daily Brief Mon, 23 Mar 2015 09:00:00 +0000 820231 at http://wealthmanagement.com Wealth Management Madness 2015: Elite Eight Recap http://wealthmanagement.com/blog/wealth-management-madness-2015-elite-eight-recap <div class="node-body blog-body">If this week’s round proved anything, it’s that this is anyone’s tournament to win. </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/wealth-management-madness-2015-elite-eight-recap" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-management-madness-2015-elite-eight-recap#comments Blogs Wealth Management Madness Advisor Intelligence Fri, 20 Mar 2015 17:25:00 +0000 820101 at 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