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
That’s money burning. | Copyright David McNew, Getty Images
New economic models forecast that the biggest threat from global warming, beyond endangering human life, could be to global financial assets, according to The Guardian. Researcher...
Sheila Bair is joining Avant. | Alex Wong/Getty Images
Former Federal Deposit Insurance Corporation (FDIC) Chair Sheila Bair has joined the board of online lending platform Avant, the startup announced Friday. Avant has originated more tha...
Clients can be sketchy, too.
Regulators often go after firms and advisors for fraud, but what about clients who conduct shady business? On Thursday, the Securities and Exchange Commission charged Massachusetts resident Nathaniel D. Ponn w...
Just how much has fintech disrupted the world? Now you can see all 1,362 companies and $25.8 billion in funding across 54 countries in a single infographic. It even shows the countries that provide the most attractive ecosystems for fintech...
ETF.com, which provides news, analysis and education on exchange traded funds, sold its media business to U.S. exchange operator Bats Global Markets, the website announced this week...
Are robos really robo-allocators, rather than advice givers? | Deniseus/iStock/Thinkstock
Tadas Viskanta asks a group of well-known, independent financial bloggers a simple question: If venture capital for robo advisors has reached a peak...
Introducing the Tax Design Challenge.
The Internal Revenue Service recently announced a competition to help redesign its online offerings to make the tax information therein more understandable to the average taxpayer. First prize is a coo...
Scottie needs a new money manager. | Jonathan Daniel
The financial advisor for NBA legend and former Chicago Bull Scottie Pippen has been sentenced to three years in jail for fraud, including forging Pippen’s name on a $1.4 million persona...
