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
Say what? | Copyright Pool, Getty Images
It’s earnings reports season yet again, and several publicly traded companies failed to live up Wall Street’s expectations. But this quarter, some companies found interesting scapegoats to blame the...
Advisors should expect the Labor Department to issue its finalized fiduciary rule in the first quarter of 2016 without too many substantial changes.
During a fi360 webinar on Thursday, CEO Blaine Aikin and senior policy analyst Duane Thompson ...
Just do it.
Used to be that giving kids savings bonds was a thing. Times, have of course, changed, and numerous websites let doting grandparents and other kindly souls gift stocks instead, writes Quentin Fottrell for MarketWatch. He talke...
On the road to nowhere. | Copyright Spencer Platt, Getty Images
We’re used to thinking about -- and planning for -- markets that move: Up, down, bubble and bust. But what if the more realistic scenario is one where the stock market simply ...
Put your money where your mouth is.
HighTower’s CEO Elliot Weissbluth appeared on Wall Street Week over the weekend, talking about the qualities he thinks make a good financial advisor. Among them, the ability to tell clients that they’re...
If at first you don't succeed ... | Copyright Chris Hondros, Getty Images
There has been plenty of press about Goldman Sachs’ entry into the ETF market. Most of it notes that Goldman is late, but coming in large, with its proposed slate of...
The next Speaker of the House? | Copyright Mark Wilson, Getty Images
Now that Rep. Kevin McCarthy of California has quit the race for Speaker of the House, could Jeb Hensarling toss his hat back into the ring? The current chairman of the H...
Read the fine print.
The Consumer Financial Protection Bureau on Wednesday said it's considering a proposal that would prohibit financial services firms from including mandatory arbitration clauses common in many consumer contracts. The w...
Vestorly is hoping to improve the administrative side of its digital marketing application with the new Intelligence Center dashboard, which the New York-based company launched Wednesday.
Intelligence Center gives enterprises control over what...
Can you hear me now?
Though independence is one of the defining characteristics of many registered investment advisors, it’s also a challenge to presenting a unified front to regulators in Washington D.C. To help independent RIAs get their...
