RIAIntel

Latest Articles

(Illustration by RIA Intel)

The Pandemic’s Permanent Mark on Wealth Management M&A

Michael Thrasher May 10, 2021

(Qilai Shen/Bloomberg)

Recruiting Startup FA Match Plans to Help Firms Tap International Markets

Michael Thrasher May 7, 2021

(Illustration by RIA Intel)

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

Greg Bartalos May 6, 2021

Shirl Penney, CEO of Dynasty Financial Partners (Michael Nagle/Bloomberg)

Dynasty Financial Partners Will Become Minority Investor in RIAs

Michael Thrasher May 4, 2021

Rick Kent (Courtesy photo)

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

Greg Bartalos May 3, 2021

(Illustration by RIA Intel)

4 Ways Advisors Can Flub Testimonial Marketing

Patrick Brewer April 29, 2021

(Chris Ratcliffe/Bloomberg)

A Headache to Retirees Spells Opportunity for Wealth Managers

Michael Thrasher April 28, 2021

(Michael Nagle/Bloomberg)

AssetMark, iCapital Network Partner on Alts Platform

Michael Thrasher April 27, 2021

(Illustration by RIA Intel; Bloomberg photo)

TikTok, Clubhouse, and Advisor Relevancy to Gen Z

Alli Romano April 23, 2021

(Illustration by RIA Intel)

EY Client Report Details Good, Bad, and Ugly News for Wealth Managers

Michael Thrasher April 22, 2021

(David Paul Morris/Bloomberg)

Schwab and TD Ameritrade Merge Advisor Referral Networks, Cut Number of RIAs in New Program

Michael Thrasher April 21, 2021

(Illustration by RIA Intel)

Fidelity Analyzed 4,000 Advisor Portfolios. A Huge Takeaway Has Little to Do With Allocations.

Michael Thrasher April 19, 2021

(Illustration by RIA Intel)

The Bitter Price Advisors Pay to Break Away

Gary Stern April 16, 2021

Simon Dawson/Bloomberg

A Client Divergence in Wealth Management Exposed

Michael Thrasher April 15, 2021

Bob Treue (Courtesy photo)

Why a Hedge Fund Returned 1,511% Over 20 Years, Yet Remains Obscure

Eric Uhlfelder April 13, 2021

Portland, Maine. (Bigstock photo)

Foreside Launches Turnkey Marketing Service for RIAs

Michael Thrasher April 13, 2021

(Illustration by RIA Intel)

Advisors Are Underestimating Retail Demand for ESG Investments

Greg Bartalos April 12, 2021

(Illustration by RIA Intel; Bigstock photo)

Wealth Manager Deal Activity Sets ‘Transformative’ First Quarter Record

Michael Thrasher April 8, 2021

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