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Financial and investment blogs from the staff writers of       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    

Winners of the 2021 Industry Awards have been announced. Big thanks to all our supporters, attendees, and congratulations to this year's winners. Check them out now.