Skip to main content
Should Advisors Benchmark? Most Would Be ‘Fired’ if Measured Exclusively By Performance.
(RIA Intel illustration; Michael Nagle/Bloomberg)

(RIA Intel illustration; Michael Nagle/Bloomberg)

RIAs make a case, on behalf of clients, that they should.
Michael Dow
Paul Ma
Russell Norwood
Wealthstone Advisors
Norm Cook

In 2018, Wealthstone Advisors, an RIA in Columbus, Ohio that caters to wealthy families, was facing issues prevalent throughout its industry. The owners of the RIA founded in 1977 needed a succession plan and, although the company had grown, it was fragmented. There were no

You’ve reached your limit of 4 free articles for this week. To continue enjoying the latest market insights and financial intelligence, please log in or register for unlimited access.