RIAIntel

Latest Articles

Illustration by RIA Intel (Courtesy image)

A New Advisor Software Company Was Gearing Up to Launch. Then the Pandemic Struck.

Michael Thrasher May 4, 2020

(Illustration by RIA Intel)

The Timely, Bear Market, Non-Transparent ETF Launch 10 Years in the Making

Hazel Sheffield May 1, 2020

(Illustration by RIA Intel)

At Mercer Advisors, a Sign RIAs Are Taking Their Online Presence Seriously

Michael Thrasher April 30, 2020

(Illustration by RIA Intel)

How Investors Can Distance Themselves From Crowd Psychology – And Profit

Greg Bartalos April 29, 2020

(Andrew Burton/Bloomberg)

Schwab Cancels In-Person Events, Impact Conference Will Be Virtual

Michael Thrasher April 28, 2020

Michael Nagle/Bloomberg

A New Ripple of Schwab's Splashy Commission-Cutting Reaches Advisors

Michael Thrasher April 27, 2020

(Zach Gibson/Bloomberg)

Aequitas Settles With SEC for $540 Million as Three Top Execs Are Barred From Securities Industry

Michelle Celarier April 24, 2020

John Samuels (courtesy photo)

‘What’s in Front of Them Is a Train Wreck’: Why Advisors Should Call John Samuels

Michael Thrasher April 24, 2020

Morgan Stanley headquarters. (Michael Nagle/Bloomberg)

Advisor Sues Morgan Stanley, Alleging Sexual Discrimination and Harassment

Alicia McElhaney April 23, 2020

(Illustration by RIA Intel)

Wealth Management’s Exclusive Email Chain With 46 CEOs

Michael Thrasher April 22, 2020

(Illustration by RIA Intel)

How to Save Clients From Untrustworthy Family or Friends Before It's Too Late

David Sterman April 21, 2020

Hardeep Walia, founder and CEO of Motif Investing (David Paul Morris/Bloomberg)

The Market Collapse Didn’t Kill Motif. It Was Troubled Before Then.

Michael Thrasher April 20, 2020

Hardeep Walia, founder and CEO of Motif Investing. (Patrick T. Fallon/Bloomberg)

Motif, a Portfolio Management Fintech Firm, Suddenly Closes

Michael Thrasher April 18, 2020

Rich Bursek (Courtesy photo)

‘We Don’t Turn Off Our Clocks.’ How One RIA Plans to Double Assets Organically in Two Years.

Gary Stern April 17, 2020

(Bigstock photo)

The Fiduciary Narrative and the Real Reasons Advisors Start or Join RIAs: Survey

Michael Thrasher April 16, 2020

(Victor J. Blue/Bloomberg)

Historic Trading, Falling Profit, and Mounting Expenses: Schwab’s First-Quarter Report

Michael Thrasher April 15, 2020

Peter Mallouk (Illustration by RIA Intel)

Creative Planning’s Three-Year Cash-Reserve Pledge and Why Other RIAs Won’t Promise the Same

Michael Thrasher April 14, 2020

(Illustration by RIA Intel)

The Playbook to Win New Clients Coming Out of a Crisis

David Sterman April 14, 2020

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