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
About half of RIAs are looking to make at least one acquisition this year, with succession planning and scalability acting as the biggest drivers.
Almost 53 percent of RIAs are making or considering making an acquisition, according to a June fla...
Bloomberg Businessweek broke down the National Retail Federation's data on how much American consumers spend on Halloween. Most frightening? The $67.7 billion total spent over the past decade.
Zelfit/iStock/Thinkstock
And Tips
Halloween is...
From Bitcoin's beginnings five years ago, it's been all about sticking it to the man and the financial establishment. Until now. Two Bitcoin companies, BitPay, a payment processor, and Vaurum, an exchange for institutional investors, have hired A...
Two years after being declared dead, an ex-investment adviser from Georgia was sentenced to 30 years for losing clients' money, AP reported on Tuesday. Aubrey Lee Price, 48, lost much of the $40 million he raised from about 115 clients and then v...
Robo-advisors aren't necessarily new to the financial services industry, but with the likes of Charles Schwab entering the field to compete with the Wealthfronts, Betterments and FutureAdvisors out there, they're getting renewed attention. U.S. N...
Wells Fargo recently released its annual Middle Class Retirement Study, in which 20 percent of respondents said they would rather die early than not have enough money to live comfortably in retirement. The study includes other grim stats like 19 ...
Women are living longer than men. We all knew that. But, as a result, they're the ones who wind up having to manage what's left of the money. The New York Times details this issue for older women, and how some financial advisors are catering to t...
Antoine Walker Needed to Listen to His Financial Advisor
Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a pos...
The registered investment advisor industry needs a new strategy to protect the existing fiduciary standard that’s in place and the advisors who operate under it, said TD Ameritrade Institutional’s Skip Schweiss and other fiduciary...
The Asia-Pacific Wealth Report 2014 has confirmed what we all already know; Asia is minting millionaires. According to the report, by Capgemini and RBC Wealth Management, the region's number of high-net-worth investors (defined as those with inve...
