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
Advisors need to keep an eye on potential tax loophole closures as the year goes forward, particularly as the government faces funding needs around homeland security and highway legislation...
Are these your clients? | Copyright Joe Raedle, Getty Images
Take a look at your clients. Are they fat? In good shape? Now look at their portfolios. See any correlation? According to a new study performed by TD Bank, the more physically fit someo...
Row, row, row your boat. | Copyright Christopher Lee, Getty Images
Despite a tumble in value, attacks from hackers and legal scandals, Bitcoin is still garnering the attention of the infamous Winklevoss twins. The former Olympic hopeful duo ...
Stock picking = monkey business? | Copyright Keystone, Getty Images
Forget picking stocks and stick to passive, index-based funds, says Princeton University professor Burton Malkiel on ETFFunds.com. “A blindfolded monkey could select a portf...
It’s news to no one that the industry is shedding financial advisors. But the numbers highlighted in Cerulli Associate’s newest research provides a stark breakdown of the looming problem...
No one man can replace Ric Edelman.
Ric Edelman, founder of Edelman Financial, has started the process of installing a successor. He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...
Jamie Choy/iStock/Thinkstock
Financial advice coming from employers is becoming more personalized, according to this article in Money. Not only are companies offering 401(k) plans, but they're stepping into the role of retirement planner and...
The wealthier millennials are, the less likely they are to fire their parents' advisors, according to new reserach from TD Ameritrade. About two-thirds of high-net-worth millennials who are already using their families’ advisor have no plans on c...
Your clients shouldn’t be jumping for joy or buying you a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should, instead, give you the boot, says wealth advisor Ed Butowsky, writing on TheBlaze.com. Advisors whose cli...
