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
The "Rocket" crash landed after his NFL career ended. | Copyright Al Bello, Getty Images
How are former NFL players faring with their finances post-retirement? According to a study that collected court filing data of about 2,000 retired pl...
The good life. | Copyright Oli Scarff, Getty Images
You'll be forgiven for missing it, but Tuesday was national Equal Pay Day, a chance for advocates to point out how wide the national gender wage gap still is in the U.S. (For the record...
A Texas-based Army veteran seems to be living down to his namesake made infamous by folk rock singer Jim Croce’s hit single. Leroy Brown Jr. is facing fraud charges after he falsely portrayed himself as a stockbroker and used his military...
It turns out there might have been some science behind James Bond cleaning out the competition on the poker table in the 2006 film Casino Royale. A study released by the University of Technology in Sydney, Australia has determined that there ...
Paul Saganey, the president and founder of Integrated Financial Partners, a fee-based financial services firm in Waltham, Mass., faced a situation that no executive ever expects. In the past year and a half, three financial advisors working for...
Can you hear me now? | Copyright Lisa Maree Williams, Getty Images
Many advisors believe clients need face-to-face contact. But that only works for clients in their 60s, writes Garland, Texas-based financial planner Katie Brewer on Money m...
All's quiet. | Copyright Chris Hondros, Getty Images
Over half of Americans (52 percent) are not currently investing in stocks, according to a new study by Bankrate.com. But it’s mostly because they don’t have the money, with 53 percent ci...
The man with the plan.
In his second day as CEO of American Realty Capital Properties, Glenn Rufrano met with stock analysts to set a timeline for getting the company past last year’s accounting troubles. Rufrano said he first needed to s...
Despite widespread calls for fee transparency, investors are still uninformed about the fees they pay their brokerage.
In a recent survey of over 1,000 Americans by the North American Securities Administrators Association, one in four investor...
It's a two-way street.
The penchant for passive over active investment management hasn’t been as pronounced among defined contribution plan sponsors; 57 percent of multi-national companies have a mix of active and passive strategies in the...
