Financial and investment blogs from the staff writers of WealthManagement.com.
What's Intelligent Advisor?
The quick hits of information you need to make you a smarter wealth manager.
What's Indie Advisor?
Indepedent Advisors Practices and Business.
What's Rulebook?
Compliance, regulatory and legal issues, with a fair amount of cops and robbers for fun.
What's Yield of Dreams?
Casting a gimlet-eye on the independent broker/dealer channel and asset management issues.
Most Recent Blog Posts
Advisors who spend more of their time on asset gathering and retention activities tend to have higher AUM growth rates and revenue growth than those focused on investment management, according to a new study conducted by FP Transitions and...
While many studies signal a growing debt crisis in America, a new survey of nearly 3,000 U.S. adults indicates that Americans’ debt may not be as big a problem as you’d think. A recent GOBankingRates.com survey found that more than half of U.S...
Coach 'em up.
Fidelity Clearing & Custody Solutions is partnering with Ron Carson’s coaching firm, Peak Advisor Alliance, to provide coaching and peer learning opportunities to its advisors. Fidelity will introduce an eLearning Exchange, an on...
Help is available.
Envestnet is the latest firm to create tools to help advisors comply with the Department of Labor’s fiduciary rule, which takes effect next April. The firm’s tools include a best interest assessment, which is integrated cli...
Live long and prosper. | Copyright Oli Scarff, Getty Images
Because women have a longer life expectancy than men, they spend more time in retirement and have to stretch their savings longer. But many female retirees are surprised by their post...
The prolonged bull market has created unreasonable expectations among U.S. investors, and it could be eating into their savings. According to new research from Natixis Global Asset Management, investors now need an 8.5 percent annual re...
Copyright Andrew Burton, Getty Images
The Financial Services Institute, the member association for independent financial advisors and independent broker/dealers, represents about 167,000 independent advisors and 100 IBDs nationwide. A new FSI st...
Motif, the online broker that offers thematic investing, is launching Motif BLUE, a subscription service it describes as “Spotify meets investing.” For $5 per month, investors can do unlimited trading with one of Motif’s baskets of securities...
According to E*Trade’s latest quarterly study of investors, “ease of use” is the biggest driver of customer satisfaction with online investing tools. Two out of three investors surveyed said that more than anything, they want to feel confiden...
"Halal portfolio management." | Copyright Sean Gallup, Getty Images
A new robo advisor is targeting Muslim investors with access to what it calls “halal portfolio management.” Wahed Invest says its platform, Wahed, is the world’s first automat...
