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
What's on your phone? | Eugenio Marongiu/iStock/Thinkstock
A new survey from antivirus company Avast provides some interesting data about mobile security. The study, which included 25,000 people and took place across 11 countries, asked sm...
Competition is intesifying. | DAJ/Thinkstock
Individual investors will drive the future of asset management. In 2014, individual investors represented 90 percent of the industry’s net new flows, but will account for nearly 120 percent by 2...
Bonds are back. | Sergey_P/iStock/Thinkstock
After pulling assets out of taxable bond funds for two straight months, investors piled back in last month, with total inflows of $16.6 billion, the highest category of the month, according to M...
Orion Advisor Services and WealthSite are partnering to develop Orion Private Asset Platform, a new management and reporting tool for advisors of high-net-worth individuals, the firms announced at the Schwab IMPACT conference in Boston.
Privat...
When you claim matters.
The Consumer Financial Protection Bureau launched a new, interactive, online retirement tool aimed at helping consumers make more informed decisions on when to claim their Social Security retirement benefits. In a ...
I WANT my money back. | Copyright Al Bello, Getty Images
NBA star Tim Duncan has filed another lawsuit against his financial advisor, claiming he was duped into investing $1.1 million into a cosmetics business. Duncan, who previously filed...
Investment Insights' fund manager Sonja Uys suggested advisors ask managers these five questions before putting client money in an absolute return fund:
1. What makes this strategy suitable in a liquid format? Some hedge fund strategies benefi...
Kids do the darndest things. | nito100/iStock/Thinkstock
While the vast majority of investment advisor representatives have no criminal history, 1 percent of them have been convicted of a felony, according to a recent CNBC analysis. (That ...
RIAs are too focused on operating a practice rather than building a sustainable business, according to a white paper from the Alliance for Registered Investment Advisors released at the Schwab IMPACT Conference in Boston on Wednesday.
John Fur...
