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
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Maybe it's not the technology that gives robo advisors an edge in the marketplace. Maybe it's trust. Mike Kane, a co-founder of Hedgeable, says he is confident in his company because of how little trust most people have in...
Despite tremendous growth in automated investing technology, there are still many advisors not willing to cede control of clients’ portfolios to a so-called robo advisor.
But they would be making a mistake to completely eschew new technology...
Which is the worst of the worst? | Scott Olson/Getty Images
There are plenty of bad mutual funds out there, but which one is the absolute worst? Fund Reference thinks they've found it, and it isn’t some high-fee product with an exotic stra...
The RIA community has been relatively quiet in the face of the Department of Labor’s proposed fiduciary rule, many saying that regulators are just catching up to what they’re already doing with clients.
Almost two thirds of these independent a...
Boston Strong. | Copyright Getty Images
Boston has the healthiest housing market in the U.S., when compared to 25 of the largest metropolitan areas, according to a new ranking by WalletHub. The website ranked cities across 10 key metrics...
What would you do? | alexeys/iStock/Thinkstock
The National Endowment for Financial Education, American Red Cross and the American Institute of Certified Public Accountants have teamed up to create a guide for how to deal with a natural di...
LPL Financial is promising their advisors can grow their business up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks platform...
Where there is one, there could be many. | Norrabhudit/iStock/Thinkstock
When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory to any hint of bad news: “Where you find one cockroach, there...
On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising the question: how do you juggle needy clients...
No taxation without representation. | Copyright Daniel Berehulak, Getty Images
More than three out of every four Americans living abroad say that taxes will play an important role in the next presidential election. In a recent poll of over...
