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
Rematch? | Copyright Harry How, Getty Images
ETFs sold through retail channels in the first quarter outpaced mutual funds for the first time in four years. ETF assets being sold through independent b/ds, wirehouses, RIAs and discount broke...
Investors young and old love Apple. | Copyright Justin Sullivan, Getty Images
Millennials and baby boomers may have different levels of trust in financial services and engage banks and advisors in very different ways, but when it comes to ...
Carl Icahn's not impressed. | Copyright Michael Nagle, Getty Images
A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved hig...
P Diddy may be backing Floyd Mayweather over Manny Pacquiao, but the Internal Revenue Services will likely be the real winner of the expected heavy gambling on Saturday’s fight in Las Vegas...
TMI? | drmglc/iStock/Thinkstock
One-third of Americans have no financial plan, a new study by Northwestern Mutual is reporting. The study also reflects that nearly 60 percent of Americans feel their financial planning is deficient. While t...
The backlash begins. | danielskorodyelov/iStock/Thinkstock
Smart beta has gone from contrarian to mainstream - just ask Research Affiliates' Rob Arnott, winner of the 2015 Wealth Management Madness bracket tournament - but how smart is it...
Robos are for everyone. | pxel66/iStock/Thinkstock
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools. While wealthy m...
Everyone's welcome. | Copyright Justin Sullivan, Getty Images
Wells Fargo and TIAA-CREF are among the top U.S. companies with the most diverse workforce. The two financial services instructions landed in the eleventh and thirty-seventh spo...
In their quarterly Cybersecurity Market Report, Cybersecurity Ventures reported the financial industry will spend $9.5 billion on security in 2015, making it the largest non-government market...
