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
Decisions are made by those who show up. | Copyright Spencer Platt, Getty Images
About 80 percent of investors are worried about the outcome of the 2016 presidential election, according to a survey by UBS. That’s why UBS Wealth Management ...
Make a move.
Compared to previous years, advisors who switched firms were much more likely to be younger, female, and manage more assets, according to Fidelity Clearing and Custody Solutions’ third bi-annual study on advisor movement. The...
Some go up, some go down.
Asset-weighted average fees across all U.S. mutual funds and ETFs fell from 0.64 percent in 2014 to 0.61 percent in 2015, according to a new report from Morningstar. But the research firm suggests the decline is ...
Symmetry Partners, a turnkey asset management provider that has $7.4 billion in assets under management and advisement, launched a new microsite Monday with resources to help advisors find, market to and connect with female investors. The “Wo...
A sign of wealth. | Copyright Peter Macdiarmid, Getty Images
Art and collectibles are becoming a more important aspect of wealth management, but less as an investment and more as preservation of capital. Seventy-eight percent of wealth man...
Need more of these. | vitanovski/iStock/Thinkstock
The bad apples in this industry—those working in the dark corners—may continue to operate in the dark, if a new survey is any indication. Overall, one in five U.S. adults have been victims...
You don't want him poking around your business.
Ever since Bernie Madoff fleeced unsuspecting investors in the worst Ponzi scheme in history in 2008, Kenneth Springer's business has been booming, Crain's New York reports. As head of Corpor...
What a catch! | Copyright Eliot J. Schechter, Getty Images
Liberty Media Corp., owner of MLB franchise the Atlanta Braves, created a series of tracking stocks for the team last week, allowing shares to be traded on Wall Street. Unfortunate...
Global change will be exponential; we can expect more change to occur in the next 10 years than in the last 25 years, said Haiyan Wang, managing partner of the China India Institute, a Washington, D.C.-based research and advisory organization...
More complex. | Vstock LLC/Vstock/Thinkstock
Thousands of Americans are scrambling to meet the midnight deadline to file their taxes on Monday, but the process is even more complicated for U.S. citizens living overseas. According to the de...
