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
Larry likes it. | Copyright Mat Szwajkos, Getty Images
Larry Fink, CEO of BlackRock, the largest money management firm in the world with $4.6 trillion in assets, had nothing but praise for the Department of Labor's new fiduciary rule for advis...
But the perks are good. | Copyright Justin Sullivan, Getty Images
You need a net worth of $6.3 million to feel “wealthy” in the San Francisco Bay Area, according to the people who live there. In order to feel just “financially comfortable...
Investment banking and wealth management are seen as distinct businesses within financial services, but there is more crossover than you might think. Simon Smiles, managing director and chief investment office for ultra-high net worth at UBS ...
No one asked him what "best interest" means.
The industry has been in a tizzy since the Department of Labor released its final rule last week mandating advisors act in the client’s best interest inside of retirement accounts. But the rule ...
A little help goes a long way. | bunditinay/iStock/Thinkstock
There are many business coaches out there, promising advisors help in growing their practice and bringing in more money. But do these services actually work? About two in 10 fin...
Elliot Weissbluth, the CEO of Chicago-based HighTower, says that the Department of Labor, in designing its final fiduciary rule, created loopholes and gave concessions to the industry that allow brokerage firms to continue their business as usual...
No. 1.
Charles Schwab received the highest score among 20 full-service investment firms rated by J.D. Power and Associates. The firm scored an 837 (out of 1,000), followed by Edward Jones and Fidelity Investments at 822 and UBS Financial S...
They listen. | Comstock Images/Stockbyte/Thinkstock
Financial advisors have the ear of their wealthiest clients when it comes to making investment decisions, more so than family members or family office executives, according to a new stud...
They like me? They really like me! | Copyright Bryan Thomas, Getty Images
The prediction markets have former Secretary of State and First Lady Hillary Clinton as the runaway winner of November’s presidential election, CNBC is reporting. Cl...
Advisors are not fazed by the impending Department of Labor fiduciary rule, expected to come out today. Sixty-one percent of advisors said they expect little to no impact on their business if the DOL rule passes, according to Russell Investme...
