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Wealth Management Magazine features the best of WealthManagement.com, including news, trends, topics and research important to financial advisors.

Featured on Wealth Management Magazine

How to Spot a Closet Indexer
Investment
How to Spot a Closet IndexerHow to Spot a Closet Indexer

It makes little sense to pay for active management that is not pulling its weight. Here’s how to tell if a manager is hewing too close to an index.

byJohn F. Wasik
Mar 5, 2015
|
4 Min Read
The Incredible Shrinking Alpha
Investment
The Incredible Shrinking AlphaThe Incredible Shrinking Alpha
byLarry E. Swedroe and Andrew L. Berkin
Mar 2, 2015
13 Min Read
Rep as Portfolio Manager
Investing Strategies
Rep as Portfolio ManagerRep as Portfolio Manager
byMegan Leonhardt
Mar 2, 2015
2 Min Read
Crowded Out
RIA
Crowded OutCrowded Out
byDiana Britton
Mar 1, 2015
11 Min Read
Stick to a budget
Marketing
The Marketing Budget of An Elite Financial AdvisorThe Marketing Budget of An Elite Financial Advisor
byMatt Oechsli
Feb 26, 2015
3 Min Read
The Costs and Effects of High Tuition
Industry News & Trends
The Costs and Effects of High TuitionThe Costs and Effects of High Tuition
byKevin McKinley
Feb 25, 2015
5 Min Read

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Love and Marriage
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Love and Marriage
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Feb 24, 2015
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byJohn Kador
Are Risk Parity Funds Worth The Cost?
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Are Risk Parity Funds Worth The Cost?
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Feb 24, 2015
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One out of every 10 freshmen said they frequently felt depressed and their assessment of their overall emotional health is at its lowest level in year
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Helping Parents Deal with College Stress
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Feb 23, 2015
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byLynn O'Shaughnessy, Columnist: College Planning
Rose Swanger an advisor in Knoxville Tenn wants to grow by either buying a book of business or bringing on a junior FA
Business Planning
Getting Beyond the $10 Million Plateau
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Feb 20, 2015
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byAnne Field, Columnist: Fix My Business
When You Move, Clients Move Too
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When You Move, Clients Move Too
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Feb 16, 2015
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byMindy Diamond, Columnist: Career Moves
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Planning for Alzheimer’s
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Feb 13, 2015
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byMark Miller, Product Manager
Fact: New Advisors Lose More Clients to Robo-Advisors
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Fact: New Advisors Lose More Clients to Robo-Advisors
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Feb 11, 2015
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byStephen Boswell, Kevin A. Nichols
Private Equity Buyer to Give NorthStar M&A Firepower
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Private Equity Buyer to Give NorthStar M&A Firepower
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Feb 9, 2015
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byDiana Britton, Managing Editor
For all the effort independent advisors make to be clientcentric sometimes the technology is anything but
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The Amazon Experience
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Feb 4, 2015
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byLauren Barack
Despite legitimate frustrations most advisors choose the status quo
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The Comp Grid Dilemma
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Feb 2, 2015
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byMindy Diamond, Columnist: Career Moves
The Puzzler #46: Fortune 1000 Companies
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The Puzzler #46: Fortune 1000 Companies
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Feb 2, 2015
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3 Min Read
Brent Brodeski
RIA
Cold Call: Q&A With Brent Brodeski, Principal and CEO, Savant Capital Management
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Feb 2, 2015
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byRyan W. Neal, Associate Editor
Industry Will Lose 300 More B/Ds By 2016
IBD
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Feb 2, 2015
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byDiana Britton, Managing Editor
Erik S Davis and Michael Greco
Career Moves
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byJohn Kador
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First Tweets: How the Wealth Industry Introduced Themselves to Social Media
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Jan 30, 2015
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byWealthManagement.com Staff
The Elite Financial Advisor of 2015
Marketing
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Jan 29, 2015
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byMatt Oechsli, Columnist: The Inner Game
The sharp drop in crudeoil prices and the possibility of more quantitative easing by the European Central Bank are just some of the issues investors w
ETFs
Playing the Energy Decline in Emerging Markets
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Jan 27, 2015
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byDebbie Carlson
The legislation revises ERISA to grant plan trustees broad powers to cut retired workers39 benefits if they can show that would prolong the life of th
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Jan 23, 2015
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byMark Miller, Product Manager
Advisor leaving out of exit door
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Advisor Industry Shrinks While Assets Continue to Grow
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byKevin McKinley, Columnist: Generations
The Various Flavors of Long/Short Equity Funds
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byBrad Zigler
Budgeting Woes
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byJohn Kador
David Ortiz operates his advisory firm The Financial Chef out of his restaurant in Coral Gables Fla
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Dec 19, 2014
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byMatt Oechsli, Columnist: The Inner Game
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