RIAIntel

Latest Articles

(Illustration by Rose Wong)

RIA Feeding Frenzy Moves Downmarket

David Sterman September 16, 2019

(Illustration by RIA Intel; Bigstock)

No Summer Lull for the Most Prolific RIA Buyers

Michael Thrasher September 16, 2019

(Illustration by RIA Intel)

The RIA Behind Dimensional Fund Advisors’ Fastest-Ever $1 Billion

Michael Thrasher September 12, 2019

(Illustration by RIA Intel; Waldo Swiegers/Bloomberg)

Breakaway Maven Launches RIA for Advisors Seeking ‘Quasi-Independence’

Michael Thrasher September 11, 2019

(Illustration by Rose Wong)

Mega-RIAs Are on the Prowl. But a Bad Deal Can Quickly Backfire on an Advisor.

David Sterman September 10, 2019

(Illustration by RIA Intel)

The Next Schwab?

Michael Thrasher September 9, 2019

Andres Garcia-Amaya, chief executive officer of Zoe Financial. (Christopher Goodney/Bloomberg)

A VC Firm, and Execs From JPMorgan, BlackRock, Raise Funds for RIA Lead Generator Zoe Financial

Michael Thrasher September 9, 2019

(RIAIntel Illustration / Bigstock)

A Legacy Strategy RIAs Can Steal From Banks

Michael Thrasher September 6, 2019

(Illustration by RIA Intel)

Self-Published Books, Digital Platforms, and Other Paths for Advisors to Build Their Brands

Gary Stern September 5, 2019

(Brendan Hoffman/Bloomberg)

Will a Professor, a Strategist, and a Former Chair Fix the CFP Board’s Enforcement?

Michael Thrasher September 4, 2019

(Illustration by RIA Intel)

Focus Financial Opens Door to Investment Banks

Michael Thrasher September 4, 2019

(Illustration by Rose Wong)

The Absolutely Frenzied, Probably Logical, and Potentially Fraught Private Equity Race to Buy RIAs

David Sterman September 3, 2019

(Illustration by RIA Intel)

AssetMark Is Hungry for Deals, Big and Small

Michael Thrasher August 29, 2019

St. Pete Beach, Florida. (Bigstock photo)

Dynasty Financial Builds New Home in Florida and Employees Are Awestruck by One Big Difference

Michael Thrasher August 28, 2019

(Illustration by RIA Intel)

For Advisors, It’s Not Enough to Be Honest

Greg Bartalos August 27, 2019

(Illustration by RIA Intel)

Advisors Are Bolting – and Not Always for More Cash. How RIAs Can Keep Staff Happy.

Gary Stern August 26, 2019

Taylor Schulte and Justin Castelli. (via YouTube)

Do-Good Advisors – or Something Else? Two RIAs Explain Their New, $999, Advisors-Only Club

Michael Thrasher August 23, 2019

(Illustration by RIA Intel)

Start Studying for That CFP, Your Boss Is Watching

Michael Thrasher August 21, 2019

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