From the RIA Intel Archive

Latest Articles

The First-Ever Fintech to Earn RIAs a Break on Insurance Premiums

Michael Thrasher

Schwab's Third Quarter Impresses Investors

Greg Bartalos

RIAs Fear Their Profitability Is Being Threatened

Michael Thrasher

The Market Crash Taught Lessons. Advisors Are Failing to Learn This One.

Michael Thrasher

SkyView Acquires Broker-Dealer to Start New Investment Bank to RIAs

Michael Thrasher

Indexing Isn’t Enough. Some Younger, High Earners Seek Alpha.

Gary Stern

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

Greg Bartalos

Schwab: ‘This Has to Be More Than One and One Equals Two’

Michael Thrasher

Options Firm SpiderRock Becomes ‘First of Its Kind’ on Envestnet Platform

Michael Thrasher

RIA Deal Volume Hits Record High. What Does It Mean For Valuations?

Michael Thrasher

Mercer Advisors' Dave Welling Was Never an Advisor. Does That Make Him the Perfect RIA CEO?

Michael Thrasher

Raymond James: A Growing RIA Custodian Under the Radar

Michael Thrasher

Younger and More Diverse, RIA Marketing Execs Are Turning to Peers

Alli Romano

Facet Wealth Doubles Its Growth Rate, Raises $25 Million, and Introduces New Service For Employers

Michael Thrasher

Ron Rhoades Minces No Words

David Sterman

REITs Are Recovering But Some Are on Shaky Ground

Gary Stern

Alumni of BlackRock, Affirm, Google, and the SEC Join Fast-Growing Startup Vise

Michael Thrasher

The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Tool

Michael Thrasher