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
U.S. Representatives Pat Tiberi (R-Ohio) and Ron Kind (D-Wis.) reintroduced a bill this week that would allow small business owners to deduct up to $500,000 in office equipment, property, and computer software. While these levels were...
There's a happy medium in the financial services industry between the wirehouses and independents--regional brokerages, which have been gaining in advisors and competing more with the RIA channel in the past three years. The reasons, according ...
Despite published reports that American Funds is getting on the ETF bandwagon, the company has no immediate plans to launch an ETF, spokesman Tom Joyce told WealthManagement.com. On Tuesday, the Securities and Exchange Commission gave the company...
Cybersecurity must be a collaborative effort between the industry, regulators and policymakers, the president and CEO of the Securities Industry and Financial Markets Association said Wednesday...
Only recent college grads need apply.
Billionaire investor Steven Cohen wants try a homegrown approach to hiring at his massive investment portfolio and is looking to employ and train kids right out of college. Cohen, who pleaded guilty to i...
How about a little nighttime reading? | Copyright Alex Wong, Getty Images
President Barack Obama wants to save the middle class, but just who are the people he's recommending receive a tax cut in his budget proposal? According to CNN Money...
Future Hall of Famer and five-time NBA champion Tim Duncan made headlines off the court last week after a San Antonio TV station reported that he filed a lawsuit against his financial advisor, Charles Banks. The San Antonio Spurs forward is seeki...
#SuperBowlSelfie | Copyright Rob Carr, Getty Images
Want to go to the Super Bowl? Be ready to shell out between $5,000 and $35,000, depending on just how high-end of an experience you want. According to this Reuters article, the average pric...
Tick tock. | moodboard/Thinkstock
When was the last time you rolled into the office at 9 a.m. and were out the door at 5 p.m.? And you didn't check your email or look at your company-issue smartphone before or after work on what's supposed t...
Brothers from another mother. | Copyright Christian Petersen, Getty Images | Photo by Jim Tweedie
You probably wouldn’t think NFL coaches and portfolio managers have much in common, but MarketWatch contends that both are high-profile, high-t...
