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
You're good enough, you're smart enough and doggone it, people like you.
Seventy-one percent of individual investors say professional advice is worth the fee. Three out of four (73 percent) think that people who seek professional advice are mo...
We all make the same mistakes. | Enrique Ramos Lopez/iStock/Thinkstock
The uber wealthy aren't better investors than the merely affluent, and many make the exact same mistakes as those with far lower net worth. According to a new survey from t...
Out of the wealth business. | Copyright Joe Raedle, Getty Images
Mossack Fonseca, the law firm involved in the Panama Papers scandal, was ordered to close down its wealth management subsidiaries by Panama’s attorney general, Kenia Porcell...
They're not going anywhere. | IPGGutenbergUKLtd/iStock/Thinkstock
Financial advisors who have ignored reports about positioning their practice to capture the supposed flood of money changing hands in the upcoming "great wealth transfer" years...
The rodent with a plan.
Visa Inc. is partnering with Marvel Comics to create a special issue of the popular comic book, Guardians of the Galaxy, centered on educating kids about money. The firm will distribute it to public libraries. Accordin...
Some things are more important than memorabilia.
Not just any Olympic gold medal, mind you, but the medal won by U.S. Olympic hockey team goalie Jim Craig in 1980. That team, of course, is most remembered for the "Miracle on Ice," its semifina...
Feeling vulnerable. | Artem_Furman/iStock/Thinkstock
A surprising number of millennials have fallen victim to some sort of financial abuse, or "infidelity," perpetrated by their significant other, according to a new study by CentSai, an online...
Everyone can do it.
New Securities and Exchange Commission regulations approved late last year allowing the general public to invest in start-up companies went into effect Monday. Private companies were previously allowed to solicit only accr...
Is Wealthfront about to crack the 529 college-savings plan market? The website Savingforcollege.com found a public meeting notification from the state of Nevada to “review and approve” the “Wealthfront Private Label Product Agreement between ...
Democracy at work. | Copyright Andrew Burton, Getty Images
Smart beta may not simply be a passing fad. Global assets in smart beta ETFs are expected to surge from $282 billion today to $1 trillion by 2020 and $2.4 trillion by 2025, according t...
