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
Female investors want to work with someone who understands their needs. And right now, that’s female financial advisors. In a new study, 60 percent of women say they would rather work with a female financial advisor, with that number...
RIAs are loathe to increase their fees, believing it alienates clients. But a recent analysis by Russell Investments shows advisors are worth as high as 4.33 percent, much higher than the typical 1 percent that many FAs charge for their services...
Advisors may be upbeat about the economic outlook, but now is not the time to have in-depth conversations with clients on the economy. According to a new survey by MFS, a significant number of investors remain skeptical about the economy...
The Investment Adviser Association has announced that David Tittsworth will step down from his position as executive director in 2015. Since joining the advocacy group for RIAs in 1996, Tittsworth has grown the IAA from two employees and about 20...
LinkedIn may be the bulletin board for financial services firms, but Twitter is where the everyday conversations take place, and the number of followers is often seen as an indication of influence. But is it?
We asked the folks at StatusPeople...
You can pretend that your asset management and portfolio construction is a differentiator. But let’s face it: It’s not, said Brent Brodeski, CEO of Savant Capital...
In the independent broker/dealer space, margins are incredibly slim and getting slimmer, squeezed as they are by shrinking revenues and rising costs of technology and compliance. But a few IBD executives say they have found a surefire way to boost...
Steve Lockshin, founder and chairman of top RIA firm Convergent Wealth Advisors, has joined the executive board of Ron Carson’s firm, Carson Wealth Management Group, a competitor to Convergent. Lockshin will help develop the growth strategy...
Mohamed El-Erian will step down from his role as CEO and co-chief investment officer of bond giant PIMCO in March, the company announced Tuesday. He served as head of PIMCO for six years. Prior to that, he was president and CEO of Harvard's...
