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
Can't live with them, can't live without them. | pxel66/iStock/Thinkstock
Apparently even advisors trust an algorithm to manage investments. In a recent survey of 134 independent financial advisors, 60 percent said they would trust a so-ca...
Risk alert. | Copyright Chip Somodevilla, Getty Images
The Securities and Exchange Commission is warning broker/dealers that their guardrails around selling so-called structured notes are, almost without exception, weak. The commission iss...
Those Swatch watches? Could be worth something. | Copyright Anthony Kwan, Getty Images
Before telling clients to toss their father’s watch or their grandfather’s decoy ducks, advisors should double check that collection isn’t a valuable in...
TD Ameritrade celebrated the 75th anniversary of the Investment Advisers Act of 1940 by ringing in the opening bell at the New York Stock Exchange on Friday...
Strong enough for a man, but ...
First there were robo advisors targeting different age groups, now different genders? A new automated online investment platform focused on women launched on Thursday. Called SheCapital, the Pennsylvania-ba...
Hedging his bets. | Copyright Noam Galai, Getty Images
Billionaire entrepreneur Mark Cuban says the volatility in the markets is being driven by high frequency trading. “What happens is that there are so many different algorithms that are ...
It depends. | Sergey_P/iStock/Thinkstock
Over the last few days, top portfolio managers and financial advisors have declared the recent volatility a good buying opportunity. But investors aren’t as sure, according to a recent poll by Eaton...
With the proliferation of digital technology in financial services, some fear the industry features a disruption as profound as online shopping had on the retail market...
Let him. | Copyright Mario Tama, Getty Images
It's an old-wives tale at this point: When the markets are bad, buy gold. Not so fast, according to data analytics platform Kensho. The firm looked at the past few market drops and how the prec...
Dwayne “The Rock” Johnson’s Spencer Strassmore makes some difficult calls to close out the first season of HBO’s Ballers. (Warning, spoilers ahead.)
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