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
Be careful.
It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...
A few years ago, WisdomTree Investments made a bet on a steadily rising dollar with its currency-hedged ETFs, and the strategy’s paid off. In 2015, the WisdomTree Europe Hedged Equity Fund (HEDJ) returned about 6 percent and led the entire...
Cash and carry. | Purestock/Thinkstock
Some ETFs deliver more than the return of their underlying index, even after fees are taken into account, writes Tom Lydon of ETFTrends.com. Where does the extra cash come from? ETFs can lend out as much ...
Vermont’s financial regulator proposed new securities rules on Friday, requiring advisors to adopt increased safeguards around cybersecurity and elder financial abuse. The new rules, based on NASAA (North American Securities Administrators...
A baseball signed by Bill Clinton is worth $850. | Copyright Scott Wachter, Getty Images
Among sports memorabilia, a baseball signed by one of the presidents of the United States has become quite the valuable niche, with some autographed b...
Nothing can stop them now. | Di Okeefe/Hemera/Thinkstock
Markets may be on a downward slide, but it’s not enough to force baby boomers to postpone their retirement plans. January was the worst on record for U.S. stocks since 2009 and Febru...
He always puts on a good show. | Copyright Bill Pugliano, Getty Images.
The largest shareholder gathering in the United States will reach a global audience this year as Berkshire Hathaway plans to webcast its annual meeting for the first t...
In debt. | Copyright Kevin Winter, Getty Images
Sounds like Kanye West needs a better financial planner. The musician sent a series of tweets over the weekend noting he was “still 53 million dollars in personal debt.” But TMZ reports the $...
An early investor. | Copyright Ron Wurzer, Getty Images
With the marijuana industry expected to grow to $6.7 billion by the end of this year and the growing popularity of equity crowdfunding, it's now easier than ever to get your hands, or...
