From the RIA Intel Archive

Latest Articles

Why Mark Casady’s Vestigo Ventures Is Different and the Time Was Right for a SPAC

Gary Stern

Altruist Debuts Model Marketplace with Vanguard, DFA and In-House Portfolios

Michael Thrasher

Quant Shop QMA and Just Invest Partner to ‘Democratize’ Custom ESG Portfolios

Michael Thrasher

David Rosenberg: ‘Excessive Valuations Will End in Tears’

Eric Uhlfelder
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Vise Hires Former Avantis, DFA Computer Scientist to Lead Startup’s Investment Strategy

Michael Thrasher

The Untapped, Multitrillion-Dollar Asset Class Opening Up to RIAs

Michael Thrasher

The Case for (a Few) Hedge Funds

Eric Uhlfelder

CI Financial Acquires RIA Segall Bryant & Hamill, Doubles U.S. Assets to $46 Billion

Michael Thrasher

Hours on Hold, Asset Purgatory, Errors: Frustrations Mount With TD Ameritrade as It Folds Into Schwab

Michael Thrasher
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iCapital Acquires AI Insight to Become Educator, Research Service, and Buying Platform of Alts

Michael Thrasher

Will a New Bank Syndicate Help RIAs Challenge Private Equity-Backed Competitors?

Michael Thrasher

As Alternative Investments Boom, So Too Does a Designation

Gary Stern

Why Wealth Management's Diversity Efforts Are Failing

Michael Thrasher

Schwab Shuts Down PAC, Blames ‘Hyperpartisan Environment’ and Mistreatment

Michael Thrasher

With 95% Accuracy, This New Software Can Predict When Clients Will Leave

Michael Thrasher

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

Greg Bartalos