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
Watch for the shift. | Copyright Scott Olson, Getty Images
Discount brokerages like Charles Schwab and E*Trade can compete with the full-service players on value and price, but a foray into the advice segment will be key, says Morgan Stanley a...
They believe in unicorns.
The mutual fund industry is taking on a bigger role in Silicon Valley—and some venture capitalists aren’t happy about it. Fidelity currently holds stakes in 24 unicorn startups—those with $1 billion or more valuation...
The rich are still getting richer. | Copyright Graeme Robertson, Getty Images
The rate at which global financial assets increased in 2015 slowed to 4.9 percent, nearly half of the rate of the previous three years, according to the seventh edit...
Proud to be Great American.
Great American Life Insurance Company has introduced a new fee-based fixed indexed annuity with an optional guaranteed income rider that the firm says meets the compensation requirements of the Department of Labor’s...
A lawsuit filed against the Department of Labor by nine plaintiffs in the U.S. District Court for the Northern District of Texas has received a lot of public attention; these groups aim to challenge the entire rule—a feat many see as a long...
It takes a village. | Gurzzza/iStock/Thinkstock
Because kids these days just can't do anything on their own, grandparents are more than willing to help foot the bill for their grandchildren's college educations, according to Fidelity Investmen...
The fiduciary rule goes into effect in April.
Fiduciary education provider fi360 has introduced a new training program to help advisors understand the Department of Labor’s fiduciary rule. The online program consists of five modules that go t...
Keep an eye on it. | nevarpp/iStock/Thinkstock
Cybersecurity is one of the biggest compliance issues facing registered investment advisors today, and the regulators are making it a top priority. A new Financial Planning Association survey, sp...
Making trades. | poplasen/iStock/Thinkstock
Traditionally, parents would teach their children about saving, investing and the tools they can use to reach their financial goals. Not anymore, says Robinhood, a no-fee stock-trading app. According...
Changes are afoot.
NorthStar Financial Services is adding a new national accounts team to support the firm’s asset growth and relationships among subsidiaries like Gemini, Orion and CLS Investments. Todd Clarke, the former CEO of CLS, and Bill...
