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
Investment advisors could be looking at a future filled with broker-type rules and FINRA oversight if they don't fight back, according to a panel filled with gloom and doom predictions at the 2013 MarketCounsel Summit in Las Vegas...
Baby Boomers are terrified about the effect of health care costs on their retirement, according to a new study by Nationwide Financial. And they should be. The study showed pre-retirees have substantial misconceptions about the coverage under pro...
Zohar Swaine, former managing director with TD Ameritrade Institutional and one of WealthManagement.com’s Ten to Watch for 2014, has joined New York-based Vestorly, a digital content marketing platform, as a strategic advisor and interim...
Dynasty Financial Partners brought onboard a founding member of one of its closest competitors on Tuesday. Ed Friedman, formerly the director of advisor development at Hightower Advisors, will now serve as Dynasty’s director of strategic relation...
2013 has been quite a year for the bulls. The markets shrugged off bad news, such as potential military action in Syria, the slowing of the Chinese economy, and the recent government shutdown. So far this year, the S&P 500 is up 26 percent. But a...
What would investors’ ideal advisor look like? An older, white male, apparently. This certainly doesn’t come as a shock, given that the average age of advisors is around 55.
Spectrem Group recently conducted a study, asking investors to choose a...
There are fewer female advisors than male advisors; in fact, females make up only 12 percent of advisors in North America, according to PriceMetrix. But female advisors tend to have larger clients, a new report from the firm shows.
On ave...
