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
The world’s ultra wealthy gave more than $112 billion to philanthropic endeavors in 2014, with the typical donor giving $28.7 million in his or her lifetime, according the 2015 philanthropic report from Wealth-X and Arton Capital. U.S. ultra...
The doom and gloom about the markets and a potential coming recession are doing nothing to help gold prices. According to ETFTrends.com, gold dropped 1.3 percent Monday and is down 4.5 percent during the past three months. The bearish forecas...
Stream on. | Copyright Getty Images Latam, Getty Images
Look no further than online media (social and streaming) and the airline industry for the best performing stocks of 2015, according to GoBankingRates.com. Amazon, Netflix and Facebook...
A charitable gift is considered made on the “date of delivery.” Knowing that date is important. It determines: (1) the tax year in which the gift is deductible; (2) the value of the gift for assets that fluctuate in value ...
How can the financial services industry expect investors to understand and care if their advisor is acting as a fiduciary when many participants don’t even grasp all the implications...
Focus. | Copyright Mark Wilson, Getty Images
What would advisors do with an extra dollar? Most would put it towards growth opportunities, according to the 2015 Scottrade Advisor Services Study. This was the top answer among advisors of all...
Despite talk about millennials seeking a solid work/life balance, compensation is actually the biggest driving factor of talent retention, according to an informal flash poll by Pershing Advisor Services of about 20 financial professionals aged f...
It's not for everyone. | Copyright Sean Gallup, Getty Images
Yes, there is a shortfall in retirement savings, but a recent Blackrock investor poll suggests many aren't aware of it. More than seven in ten investors expect to be able to trav...
The target demographic. | Copyright Cindy Ord, Getty Images
Credit Suisse appears to be exploring the possibility of creating an invitation-only social network for high-net-worth individuals, presumably with the intention of appealing to h...
