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
Investing successfully in art has always been a bit of a quagmire: opaque, inscrutable, unpredictable, ruled by passionate collectors and secretive insiders, a dangerous game for amateurs. And collectors and connoisseurs have long purchased art o...
Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The financial advisor duo will affiliate with the San Diego-based hybrid RIA as a stand-alone practice based in Salt Lake City, Utah.
Craig Mart...
Despite years of industry hype about how social media can be a valuable marketing tool for advisors, especially among younger prospects, millennials don’t actually want to communicate with financial services firms on social networks. Only 0.03 pe...
With many people planning on supplementing their retirement savings by working longer or obtaining part-time jobs, financial advisors may need to take on the role of health and fitness coach to help achieve that outcome. A new study by Merrill Ly...
Nearly two-thirds of Americans aren’t interested in getting financial advice—about 65 percent, according to a recent TIAA-CREF survey.
But it's not all bad news. TIAA-CREF’s third annual Advice Matters survey of more than 1,000 adults reveale...
The debate over the fiduciary standard heated up on Monday, as RBC Wealth Management CEO John Taft challenged Knut Rostad, president of The Institute for the Fiduciary Standard, during a webinar sponsored by The Institute. The fiduciary standard...
The Securities and Exchange Commission could’ve fixed the problem around the fiduciary standard years ago. Even before Dodd-Frank, the SEC had the authority it needed under the Investment Advisers Act to say that brokers who wanted to act as...
After coming back from a vacation to Europe this week, I immediately tried to filter through the 1,500 or so emails that piled up in my inbox. But a recent Harvard Business Review blog post says that’s not how you should spend your time on...
The number of women in financial services is growing, but banks are leading the way. According to data provided by Cerulli Associates, women now represent 11.5 percent of all financial advisors, up from the 7.9 percent the firm reported in 2012. ...
RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more productive.
The wirehouses employ a total of 54,189 advisors, but manage $6 trillion in client as...
