Wealth Management Blogosphere
This list is a roundup of all blogs in the wealth management industry. It includes general industry news (like WealthFly), financial advisor bloggers, broker/dealers, and vendors servicing the industry. The only requirement to be on the list is that you must maintain a blog.
If you know of anybody I’ve missed, please contact me here.
Industry News Blogs
| Wall Street & Technology Blog | Commentary on articles by the Wall Street & Technology Magazine writing staff. |
| WealthFly | A technology blog for financial advisors, planners and money managers. |
Financial Advisors With Blogs
| Egalitarian Adviser | Kim Miller is a financial advisor at Sweetwater Investments in Redmond, WA. (Profiled here.) |
| Fundmastery | Kurt Brouwer (editor) is a fee-only financial advisor at Brouwer & Janachowski in Tiburon, CA. (Profiled here.) |
| June Walker | Tax & Financial advisor. |
| McKinney Avenue Capital | Matt McCracken is a fee-only financial advisor in Dallas, TX. |
| Russell Bailyn | Advisory representative with Premier Financial Advisors in NY, NY. |
| Wealth-O-Nomics | Bob Klosterman owns White Oaks Wealth Advisors in Minneapolis, MN. (Profiled here.) |
Vendors
| FinFolio | Makes portfolio management software for investment advisors, planners and money mangers. (FinFolio is owned by two of the bloggers here at WealthFly.) |
| My Cup of Chá | Jaques Kemp is the CEO of ING, Asia. |
| Leading Advisor | Simon Reilly is a “financial advisor coach”. |
| Orion Advisor Services | Orion provides back-office services with a comprehensive back-office solution. |
