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
Members of Congress on Wednesday criticized the Department of Labor’s support of so-called robo advisors, saying the online automatic investment tools were not an acceptable alternative to face-to-face interactions...
Don't worry, it doesn't need to be signed by mom.
Your clients have a new tool to check up on you. On GradeMyAdvisor.com, investors create a free profile and enter their investment portfolio and their advisor. The information is secure, t...
Mario Tama/Getty Images
There’s been a great deal of excitement in the past year over the legalization of same-sex marriage nationwide. But there are still a number of places where same-sex couples are barred from marrying without the invo...
For richer for sure. | armari36/iStock/Thinkstock
While high-earning men don’t make more money around the time they marry, their earnings grow throughout the lifetime of the marriage, according to research by Jonathan Marc Bearak, who got ...
It's not so mystical after all.
Industry pundits and researchers have long debated whether it’s possible to predict market movements. In a new piece, Research Affiliates argues that you can. Co-founder and Vice Chairman Jason Hsu writes t...
For the first time in nine years, the number of advisors grew last year. But despite the shift, observers say advisor headcount will begin a steep decline in 2019, as FAs start to retire en masse.
Industry research firm Cerulli Associates said...
People on the move.
Wells Fargo Advisors may be saying publicly it’s pleased with the arrangement it entered with Credit Suisse to recruit its 250 advisors, but $8 billion in assets have already flown the coop. Morgan Stanley announced Fri...
Click to Enlarge
It’s been a good year for wealth management firms. According to Wall Street recruiting firm Options Group, which surveyed the top quartile of performers at top 10 firms, the top performers in private wealth management expe...
Equal rights for all. | Pekic/iStock/Thinkstock
According to a report issued Wednesday by the Human Rights Campaign, the banking and financial services industry is leading the way when it comes to workplace equality for lesbian, gay, bisex...
