After BloombergBlack Shutdown, Can Online Advice Thrive?

WEALTH MANAGEMENT MADE PERSONAL DAILY Home   |   Discussions   |   Blogs   |   Advertise   |   Subscribe FOLLOW US: July 31, 2013 After BloombergBlack Shutdown, Can Online Advice Thrive? Questions about the future of online advice have intensified since Bloomberg LP, the multibillion-dollar data, information and media giant, said last week that it was shutting down its own online wealth management offering, BloombergBlack. read more » Quick take: Johnstone on Proposed Fiduciary Standard William A. Johnstone, chairman and CEO of D.A. Davidson, discusses how the Department of Labor's proposed fiduciary standard could confuse clients. read more » Take Action to Better Serve Female Clients Once you've identified the risks and opportunities among your female client base, it's time to take action to better serve female clients. Here are four key strategies to consider. read more » Turn On Your Favorite Channel Rethinking Retirement -  For breaking news, targeted insights and expert coverage of retirement, visit On Wall Street's Rethinking Retirement Channel now - and everyday! Taking Stock: Best Mutual Funds Equities continue their climb, notching gains of 15.7% so far this year, as measured by the S&P 500. This comes after a 13% gain last year. Here are the top ranked mutual funds in the U.S. over the past 12 months. read more » Research Roundup: Get Ready for a Wild Week We're certainly no fans of many recent policy actions, and we can debate these changes to GDP data, but suggest you tune out the conspiracy-mongers, say economists at First Trust Portfolios. read more » Must Read 5 Things Junior Advisors Wish They Could Tell Their Bosses Often advisors don't have the time to motivate, hold accountable, and help junior advisors with their time management and goals. Here are the biggest struggles junior advisors face and the things these associates wish they could tell their bosses. read more » Must Watch Giving Back Here's how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself. read more » Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mark Lynch Mark.Lynch@sourcemedia.com Associate Publisher Phone: 781.626.4001 Videos Selecting the Right Advisor Coach Succession Planning for Business Owners How To Overcome Fear of Technology Planning 2023: What's Ahead? Advances in Mobile Technology Slide Shows 20 Ways to Improve Your Practice Breaking Down the Top 100 Branch Managers Volatility Strategy: 10 Key Messages for Wary Investors Unravel Alternative Investment Myths Top 10 Products Among Institutional Investors Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to distinguish a ‘good story’ from a true growth opportunity. © 2013 SourceMedia. All rights reserved. You are currently subscribed to onwallstreet.com as: buzzhairs.finance@blogger.com. Send this eNewsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809