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
Net worth: $1 billion. | Copyright National Archives, Getty Images
With billionaire Donald Trump the Republican Party's nominee for President of the United States and Hillary Clinton releasing her recent tax returns, CNBC listed the top 10 ric...
How advisors feel right now.
Since the Department of Labor released its final fiduciary rule in April, broker/dealers have been working tirelessly to change their business models and comply with the rule when it takes effect next year. But a N...
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Investors were net sellers of equities in July, according to TD Ameritrade’s Investor Movement Index. The broker/dealer subsidiary of TD Ameritrade Holding said the selling, as well as lower volatility in widely held names (l...
The 2016 campaign is shaping into one of the most divisive elections in history, and a new study finds that one party has an advantage when it comes to planning for the future. According to Personal Capital’s 2016 Election Survey, Republicans...
Their economic policies have been unmasked. | Copyright Tomohiro Ohsumi, Getty Images
A Clinton presidency would most likely slow economic growth, while a Trump presidency would be a wild card, writes Scott Sumner, professor emeritus of econ...
Two thumbs up to his economic team. | Copyright Joe Raedle, Getty Images.
Donald Trump's campaign announced its 13-member team of economic advisors, and the list includes a number of uber-wealthy personal friends and business associates of the...
An alternative ... investment. | Copyright Scott Olson, Getty Images
The government’s most recent GDP figures provide a gloomy outlook for the year; GDP grew a measly 1 percent in the first half of the year, according to CNBC. But a new report...
Parents (and wealth managers) just don't understand. | ViewApart/iStock/Thinkstock
Firms can do a better job supporting high-net-worth millennials—or at least the advisors who service them, according to a new report. Ninety percent of HNW baby...
Richard Salmen
The CFP Board has elected Richard Salmen, CEO of Northern Financial Advisors in Michigan, to serve as 2017 chair-elect. Blaine Aikin, CEO of fi360, is the current chair-elect who will serve as chair of the board in 2017; Salmen ...
They can't all grow up to be Michael Phelps. | Copyright China Photos, Getty Images
While participating in competitive sports can teach youth valuable lessons, it can be costly. Parents whose children participate in competitive youth sports sp...
