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
Michael Kane, the co-founder and “master sensei” of digital investing firm Hedgeable, thinks 2016 will be the year that the robo advisor term is finally retired. “As platforms become more robust and the product set more diversified, pigeonhol...
Don't piss off millennials. | Nastco/iStock/Thinkstock
A 24-year-old client with $3,000 in an IRA account recently wrote in to Slate, “My financial advisor is a total sketchball!! What do I do?” After not hearing from the advisor for a mon...
He's not alone. | Fuse/Thinkstock
A new study by professors at Nanyang Technological University and the University of Kentucky says it is. Stephen G. Dimmock, William C. Gerken and Nathaniel P. Graham studied the effect of career networks ...
Save that bonus.
As many people make their New Year’s resolutions going into 2016, getting in financial shape is a popular one. So NerdWallet turned to the chief executives at some of the most prominent robo-advisors to get their best ide...
The future is now. | Ingram Publishing/Thinkstock
Folio Institutional, a financial technology provider, published a list of top trends in 2016 that will affect the wealth management industry. The company, of course, thinks the impact techn...
LIvin' la vida Cuba. | Copyright Chip Somodevilla, Getty Images
You don't have to look that hard to realize that markets are anything but efficient. But contrary to what some believe, they can stay inefficient for a long time. Case in...
Game on.
Real estate investing is no game—until now. A new game, available on Android and iOS, allows players to invest in a selection of 50 million real properties around the world. Landlord Real Estate Tycoon is a Monopoly-style game, w...
The much anticipated "Star Wars: The Force Awakens" movie hits U.S. theaters on Thursday and many advisors say they’re fans of the franchise. In fact, advisors claiming to be "Star Wars" aficionados outnumber those who prefer "Star Trek" 3 to 1...
Last week Raymond James hosted 170 of the approximately 200 financial advisors the firm is looking to bring onboard as part of its recent acquisition of Deutsche Bank’s wealth management business.
Raymond James announced in early December tha...
