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
Not any old quarter.
A rare quarter minted in 1970 recently sold for $35,000 on online auction site eBay, ABC News is reporting. The quarter was one of a batch made in 1970 that includes a faint misprint on the backside. The batch was printed ...
They have new neighbors. | Copyright Alex Wong, Getty Images
LPL Financial has opened an office in Washington, D.C., for its government relations team to advocate on issues related to the financial services industry. The team regularly engages...
It's getting better. | shironosov/iStock/Thinkstock
The wealth management industry is increasingly hospitable to women, and more females are finding jobs in the profession. According to a Cerulli study cited by Barron’s, 28 percent of rookie a...
It looks like a major theme of Pershing's annual INSITE conference, which begins Tuesday morning in Orlando, will be the new semi-open-architecture approach to technology it's taking. ...
The chances of entering another recession within the next year has increased, according to J.P. Morgan economists. The chances of the U.S. slipping into a recession within the next 12 months stands at 36 percent, up from 34 percent last week ...
Who'd ever leave? | typhoonski/iStock/Thinkstock
Urban legend goes that if municipalities raise taxes on the rich, the rich will just pack up their suitcases full of money and move elsewhere. And that's why they call it an urban legend. A new ...
The missing piece.
To enhance its ability to analyze bond portfolios, Morningstar purchased InvestSoft technology, an analytics company that focuses on fixed-income securities and portfolios. InvestSoft’s main product is its BondPro Fixed-Inco...
Where shopping is a pleasure.
The investment industry could take a page from supermarkets and fast food chains when it comes to their customer experience. Supermarkets and fast food chains were rated the top two industries for customer experie...
Orion Advisor Services is integrating with CAIS, a platform that provides wealth managers with access to alternative funds and products, and will give Orion advisors access directly through Orion Connect. The integration also brings in an acc...
Age-based portfolios are growing in popularity among 529 college-savings plans. These portfolios operate similarly to target-date retirement funds in that they become less equity-heavy over time. But as a new Morningstar report points out, 80...
