RIAIntel

Latest Articles

Lorraine George-Harik (Courtesy photo)

‘I'll Take the Abu Dhabi One.’ The Encounter That Seeded a $26 Billion Wealth Manager.

Kristen Oliveri February 10, 2020

(Michael Nagle/Bloomberg)

Coming Next Month: A Schwab Tool Every RIA Will Want to Use

Michael Thrasher February 7, 2020

(Illustration by RIA Intel)

How Advisor Technology Is Jeopardizing Its Own Future

Michael Thrasher February 6, 2020

(Bigstock photo)

The Wave of Advisor Retirements Is About to Break

Michael Thrasher February 5, 2020

(Illustration by RIA Intel)

She Overhauled FINRA’s Enforcement. Here’s What Susan Schroeder Is Tackling Next.

Michael Thrasher February 5, 2020

(Illustration by RIA Intel)

The Next Plaid?

Michael Thrasher February 3, 2020

(Illustration by RIA Intel)

A Researcher’s Warning to the Wealth Management Industry

Michael Thrasher January 31, 2020

(Illustration by RIA Intel)

Cattle Killers, Con Artists, and Crooked Advisors. How RIAs Can Avoid Rogue Hires.

Gary Stern January 29, 2020

(Scott Eells/Bloomberg)

Goldman Sachs Renames United Capital, Reveals Plan to Dominate Wealth Management

Michael Thrasher January 29, 2020

Darcy Johnson (Courtesy photo)

‘I Welcome the Review.’ Advisor Praises Scrutiny of Strategies She’s Built for Years

Hazel Sheffield January 28, 2020

(Illustration by RIA Intel)

Advisors Are Misguided Fixating on the Cheapest or Top-Performing ETFs

Michael Thrasher January 27, 2020

(Illustration by RIA Intel)

Advisor Ethics Can Resemble a House of Mirrors

Greg Bartalos January 24, 2020

(Illustration by RIA Intel)

Edelman Financial Engines Names Head of $40 Billion, 320-Advisor Retail Business

Michael Thrasher January 23, 2020

(Darryl Dyck/Bloomberg)

Will Canadian Companies Buy More RIAs in 2020?

Michael Thrasher January 22, 2020

(Illustration by RIA Intel)

Wholesalers’ New, Transformative Tool Helping Sell Advisors on Funds

Michael Thrasher January 22, 2020

(Illustration by RIA Intel)

Why RIAs Need Fast, Mobile-Friendly Websites Now

Alli Romano January 21, 2020

Michael Nagle/Bloomberg

Are Mutual Funds Doomed?

David Sterman January 20, 2020

(Illustration by RIA Intel)

Should RIAs Build a War Chest for the Digital Ad Arms Race?

Alli Romano January 20, 2020

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