RIAIntel

Latest Articles

(Bigstock photo)

The Most Overlooked Clients in Wealth Management

Gary Stern July 14, 2020

(Illustration by RIA Intel)

A Small Investment Company Launches a TAMP for the Little Guy

Michael Thrasher July 14, 2020

(Illustration by RIA Intel)

New AdvisorBid Feature Delivers ‘Transparency That Everyone Wanted But No One Had’

Michael Thrasher July 13, 2020

Brookstone Capital Management has its headquarters in Chicago, Illinois. (Tim Boyle/Bloomberg)

FormulaFolios Merges With Brookstone Capital as More TAMPs Consolidate

Michael Thrasher July 9, 2020

(Illustration by RIA Intel)

Wealth Managers Trimmed Budgets, Their PR Firms Felt The Squeeze

Michael Thrasher July 8, 2020

House Speaker Nancy Pelosi signs The Paycheck Protection Program and Health Care Enhancement Act in April. (Sarah Silbiger/Bloomberg)

How Many Wealth Managers Received PPP Loans? No One Knows For Sure.

Michael Thrasher July 7, 2020

(Illustration by RIA Intel)

Asset Management’s Latest Worry: Advisors

Michael Thrasher July 6, 2020

Dotti Reeder/Courtesy photo

Women in Wealth Management Must Set Priorities. 'You Can Negotiate for Almost Anything.'

Kristen Oliveri July 6, 2020

(Michael Nagle/Bloomberg)

Wealth Management Deal Volume Fizzled in Q2. Here’s the Outlook for the Rest of 2020.

Michael Thrasher July 2, 2020

(RIA Intel illustration; Michael Nagle/Bloomberg)

Should Advisors Benchmark? Most Would Be ‘Fired’ if Measured Exclusively By Performance.

Michael Thrasher July 1, 2020

Jay Clayton (Andrew Harrer/Bloomberg)

SEC’s Clayton Responds to Department of Labor’s New Fiduciary Rule

Michael Thrasher June 30, 2020

(Illustration by RIA Intel)

RIA Intel Turns One

Greg Bartalos June 29, 2020

Noreen Beaman, CEO of Brinker Capital and Eric Clarke, CEO of Orion Advisor Services (Courtesy photos)

Genstar Buys Stake in Orion, Plans to Merge it With Brinker Capital

Michael Thrasher June 29, 2020

Austin, Texas (Bronte Wittpenn/Bloomberg)

The Driving Force Behind Dimensional Fund Advisors’ First ETFs

Michael Thrasher June 26, 2020

(Daniel Acker/Bloomberg)

A Sea Change in Wealth Management Paused By the Pandemic

Michael Thrasher June 25, 2020

(Bigstock photo)

Talk Is Cheap. Here’s How Advisors Can Meaningfully Cater to Minority Investors.

Gary Stern June 24, 2020

Dann Ryan and David Flores Wilson (Courtesy photos)

The Case for Catering to HENRYs

Michael Thrasher June 24, 2020

Al Drago/Bloomberg

The DOL Blessed Private Equity In Retirement Accounts. Here's What That Actually Means.

Michael Thrasher June 23, 2020

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