Greg Bartalos

Latest Articles

The Fee Pressure Specter Is Real

Greg Bartalos

The Least Informed Investors Turn to Margin the Most

Greg Bartalos

Defending Democracy One Dollar at a Time

Greg Bartalos

With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share

Greg Bartalos

How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA

Greg Bartalos

Advisors Are Underestimating Retail Demand for ESG Investments

Greg Bartalos

CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’

Greg Bartalos

U.S. Senators’ Use of Political Inside Information Is ‘Tip of the Iceberg,’ Study Says

Greg Bartalos

RIAs Proved Their Worth During March 2020 Meltdown, Study Says

Greg Bartalos

A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead

Greg Bartalos

Ponzi Schemers Caught a Break in 2020. This Year Their Luck May Run Out.

Greg Bartalos

Schwab CEO, Wealth Managers Condemn Capitol Riot

Greg Bartalos

RIA Intel’s Best Stories of 2020 — Scoops and Features That Captivated

Greg Bartalos

'Never Dismiss' the 60/40 Portfolio. Optimize It.

Greg Bartalos

Schwab's Third Quarter Impresses Investors

Greg Bartalos

Growing RIAs Aren't Bluffing. Clients Feel Let Down and Want New Advisors.

Greg Bartalos

A New Defense of Portfolio Diversification

Greg Bartalos

Buy Stocks Because This Bull Market Has Legs, Says UBS

Greg Bartalos