Michael Thrasher

Latest Articles

Three Must-Haves for RIAs Seeking a Double-Digit Multiple

Michael Thrasher

Lessons Learned After 13 Prospects Said No to a Financial Plan

Michael Thrasher

Against Recommendations, Advisors Are Spending More Time Playing Portfolio Manager

Michael Thrasher

A Looming Threat to Wealth Managers Has Arrived

Michael Thrasher

The ‘Game-Changer for Education’ Helping 9,000 Advisors Learn Faster Than Their Peers

Michael Thrasher

A Wealth Management M&A Prophecy Is Becoming Reality. But Something Is Different This Time.

Michael Thrasher

A Market Collapse Didn’t Blow Up Focus Financial — It Grew in the Second Quarter

Michael Thrasher

The Deal Hasn’t Closed, But Schwab Is Already Dissecting TD Ameritrade

Michael Thrasher

The Pandemic, Record Assets, a Net Loss, and What it All Means for AssetMark

Michael Thrasher

McKinsey’s 33% Growth Hack for Wealth Management Firms

Michael Thrasher

A High-Powered General Counsel That RIAs Can Actually Afford

Michael Thrasher

Had They Listened to Schwab, RIAs Would Have Better Endured the Market Downturn

Michael Thrasher

Advisors Are Using Social Media Wrong. This Investor Survey Explains How They Can Get It Right.

Michael Thrasher

Advisors Still Allocate ‘Far Less’ to These Funds Than Expected

Michael Thrasher

A Critical, Little-Known Corner of Finance Reawakens

Michael Thrasher

Schwab Establishes Endowment for Black Students. What Does Its Own Workforce Look Like?

Michael Thrasher

Wealth Managers’ New Technology Wish List

Michael Thrasher

Software Company Riskalyze Shakes Up Board of Directors

Michael Thrasher