Commentary http://wealthmanagement.com/taxonomy/term/6618/more en If You Could Start From Scratch http://wealthmanagement.com/careers/if-you-could-start-scratch <div class="field-deck"> How would you proceed if you could just wipe the slate clean and restart your career in the investment business? </div> <div class="node-body article-body">How would you proceed if you could just wipe the slate clean and restart your career in the investment business?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/if-you-could-start-scratch" target="_blank">read more</a></p> http://wealthmanagement.com/careers/if-you-could-start-scratch#comments Commentary Careers Mon, 17 Nov 2014 16:04:00 +0000 708671 at http://wealthmanagement.com Suriko/iStock/Thinkstock The Millennial Mindset http://wealthmanagement.com/wealth-planning/millennial-mindset <div class="field-deck"> REP. readers do it by the numbers </div> <div class="node-body article-body">Millennials are today’s largest-growing demographic and poised to take over as investors, consumers and leaders. Know whom you will be serving soon—if you are not serving them already.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wealth-planning/millennial-mindset" target="_blank">read more</a></p> http://wealthmanagement.com/wealth-planning/millennial-mindset#comments Client Relations Commentary Wealth Planning Mon, 03 Nov 2014 13:59:00 +0000 691361 at http://wealthmanagement.com Editor's Letter: November 2014 http://wealthmanagement.com/commentary/editors-letter-november-2014 <div class="field-deck"> Liquid Alts Look to Prove Themselves </div> <div class="node-body article-body">Since the financial crisis, the money has poured into liquid alts.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/editors-letter-november-2014" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/editors-letter-november-2014#comments Alternative Investments Commentary Fri, 31 Oct 2014 15:34:00 +0000 691331 at http://wealthmanagement.com <p>David Armstrong</p> The Daily Brief: The Gates Made of Gold http://wealthmanagement.com/blog/daily-brief-gates-made-gold <div class="node-body blog-body">Entrepreneurs who made their own fortunes accounted for 35 of the 50 people on a recent Wealth-X list of the wealthiest individuals in each U.S. state. That includes self-made entrepreneur Bill Gates.</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-gates-made-gold" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-gates-made-gold#comments Industry Commentary The Daily Brief Thu, 16 Oct 2014 13:00:00 +0000 681601 at http://wealthmanagement.com <p>Copyright Chip Somodevilla, Getty Images</p> The Daily Brief: Reducing the Risk http://wealthmanagement.com/blog/daily-brief-reducing-risk <div class="node-body blog-body">A report released this month by Research Affiliates argues that young workers should begin with a less risky portfolio, noting that their attitudes about investing and risk bearing should not be “poisoned” by a bad early experience.</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-reducing-risk" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-reducing-risk#comments Industry Commentary The Daily Brief Wed, 15 Oct 2014 04:01:00 +0000 680451 at http://wealthmanagement.com <p>Copyright Hulton Archive, Getty Images</p> The Daily Brief: Liftoff? http://wealthmanagement.com/commentary/daily-brief-liftoff <div class="node-body article-body">Barry Ritholtz and Josh Brown announced they were working with Upside, which has developed an automated online financial planning and investment platform meant to be white-labeled for planners who want to compete with the likes of WealthFront, Betterment or FutureAdvisor.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/daily-brief-liftoff" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/daily-brief-liftoff#comments Industry People Technology Commentary Wed, 01 Oct 2014 18:38:00 +0000 669231 at http://wealthmanagement.com Editor's Letter: October 2014 http://wealthmanagement.com/commentary/editors-letter-october-2014 <div class="field-deck"> Serving the Stagnating Mass Affluent </div> <div class="node-body article-body">Mass affluent clients—a demographic numbered at 22.5 million—are “underserved and oversold” by financial advisors instructed and inclined to build a roster of richer clients. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/editors-letter-october-2014" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/editors-letter-october-2014#comments Industry Commentary High Net Worth Tue, 30 Sep 2014 20:53:00 +0000 662981 at http://wealthmanagement.com SIFMA, Super Salesman http://wealthmanagement.com/commentary/sifma-super-salesman <div class="field-deck"> Let's be clear what the SIFMA Standard is not. It is not tinkering at the edges of fiduciary practices to accommodate minor deviations for brokers. </div> <div class="node-body article-body">Let's be clear what the SIFMA Standard is not. It is not tinkering at the edges of fiduciary practices to accommodate minor deviations for brokers.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/sifma-super-salesman" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/sifma-super-salesman#comments Industry Commentary Mon, 15 Sep 2014 14:42:00 +0000 653301 at http://wealthmanagement.com <p>Knut A. Rostad, Regulator and Compliance Officer, Rembert Pendleton Jackson</p> Editor's Letter: September 2014 http://wealthmanagement.com/ibds/editors-letter-september-2014 <div class="field-deck"> Alternatives? </div> <div class="node-body article-body">What is behind the consolidation of the IBDs? Is it to provide synergy and consolidation of back-office functions or are there investment opportunities and ramifications?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/ibds/editors-letter-september-2014" target="_blank">read more</a></p> http://wealthmanagement.com/ibds/editors-letter-september-2014#comments IBDs Commentary Fri, 29 Aug 2014 13:43:00 +0000 636461 at http://wealthmanagement.com REP. Index: The Rise of Entrepreneurs http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs <div class="field-deck"> REP. readers do it by the numbers </div> <div class="node-body article-body">With entrepreneurship expanding every day, advisors ought to know who they will be dealing with. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs#comments Commentary Careers Wealth Planning Mon, 25 Aug 2014 18:53:00 +0000 638011 at http://wealthmanagement.com