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
There is no retirement crisis in America, writes Ramesh Ponnuru, for Bloomberg View. Instead, it's all a matter of how you decide to interpret the data. While the National Institute on Retirement Security's recent report stated that 84 percent ...
Exchange traded funds have been gaining market share from the mutual fund industry over the years, and much of that attention has been related to lower costs. But a new research report by Morningstar says many ETFs are not, in fact, cheaper tha...
Former SEC Chair Harvey Pitt (left) talks with TD Ameritrade Institutional's Skip Schweiss at the MarketCounsel annual conference.
Every single investment advisory firm registered with the Securities and Exchange Commission should be examine...
Billionaire entrepreneur Mark Cuban (left) and former SEC commissioner Christopher Cox squared off at MarketCounsel's annual conference in Las Vegas on Tuesday.
The only way to reform what ails the Securities and Exchange Commission is to “b...
If you can’t beat ‘em, join ‘em, as they say, and UBS is looking for new ways to use its collection of customer data to compete with new tech-based asset allocation firms coming from Silicon Valley companies. UBS awarded $30,000 and a potential...
Is it enough to simply examine RIA firms on a limited scope basis? It was a lingering question after a session with the MarketCounsel executive team on Tuesday during the MarketCounsel Summit in Las Vegas.
The Securities and Exchange Commissi...
Copyright Jared Wickerham, Getty Images
When in need, call in the coaches… or not. Advisors who pay for coaching services are wasting their time and money, argues Russ Alan Prince, president of R.A. Prince & Associates on Forbes.com. Most ad...
Nadore/iStock/Thinkstock
The sandwich generation, or Generation X, is not a focus for top players in the financial services industry, according to a recent Weber Shandwick report. The public relations firm found that only half of the top U.S...
Copyright Mario Tama, Getty Images
Are compensation cuts coming to Merrill Lynch advisors in 2015? AdvisorHUB (rumors) seems to think so. According to a rumor circulating on the site, the cuts are hitting payouts, not deferred compensation...
Bill Gross' behavior during his appearance at the Morningstar conference concerned PIMCO executives.
Much has been written about Bill Gross and his departure from the firm he founded 40 years ago. Now, Bloomberg does a deep dive into the dra...
