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
It's getting harder and harder to climb the savings ladder. | Phil Ashley/Photodisc/Thinkstock
The average U.S. household savings rate increased from about 5 percent in 2013 to 6 percent in 2014, according to a new study by Hearts & Wallets...
Congresswoman Ann Wagner (R-Mo.) pushed back against President Barack Obama and the Department of Labor’s proposed fiduciary standard, proposing a bill aimed at stalling the labor agency until the SEC had a chance to propose its own rules...
With the growth of the RIA channel and active M&A environment, many firms are branching out and opening new offices. But how do you manage a business across multiple locations without diminishing firm culture and employee productivity...
A consortium of 15 financial services firms, including Goldman Sachs, Bank of America, Morgan Stanley and Wells Fargo, have poured $66 million into software company, Symphony, which is developing secure messaging, chat and email capabilities. A...
It's not a fair fight. | Christos Georghiou/iStock/Thinkstock
Based on the Current Population Survey from the Bureau of Labor Statistics, women working as personal financial advisors earned 61.3 percent of what their male counterparts earned...
You're looking at him. | OSTILL/iStock/Thinktock
While advisors and their clients may look closely at oil prices, interest rates or what’s happening in Greece to have a big impact on their portfolios, the biggest threat to an investment port...
No answer.
Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the CFP Board. The organization’s n...
Tear. | Aleksandr Frolov/iStock/Thinkstock
A new study by TD Ameritrade found that two-thirds of U.S. adults have experienced an event that seriously disrupted their long-term saving and retirement plans, most commonly losing a job, or havin...
Watch the latest video at video.foxbusiness.com
New York Yankees legend Derek Jeter never tested the free agent waters during his long playing career, but now that he's retired, his estimated $200 million net worth is causing a bidding war of...
