RIAIntel

Latest Articles

Captrust is headquarter in Raleigh, North Carolina (Bigstock photo)

A Captrust Deal For $154 Billion — And a Stark Message to All Retirement Plan Advisors

Michael Thrasher February 16, 2021

(Illustration by RIA Intel)

The Client Testimonial Onslaught and ‘Powerful’ Organic Growth Coming

Alli Romano February 12, 2021

(Illustration by RIA Intel)

An Alternative Investment to Savor: Wine

David Sterman February 11, 2021

(Illustration by RIA Intel)

MoneyGuide's First Integration Helping Advisors Peer Into and Manage Client Cash

Michael Thrasher February 10, 2021

Facet Wealth is headquartered in Baltimore, Maryland. (Al Drago/Bloomberg)

Facet Wealth Quadrupled to 6,000 Clients Last Year. Here’s the Plan to Do It Again in 2021.

Michael Thrasher February 9, 2021

James McDonald (Courtesy photo)

A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead

Greg Bartalos February 5, 2021

(Dimas Ardian/Bloomberg)

Wealth Management’s $2.8 Trillion Up for Grabs

Michael Thrasher February 4, 2021

Mark Casady (courtesy photo)

Why Mark Casady’s Vestigo Ventures Is Different and the Time Was Right for a SPAC

Gary Stern February 3, 2021

Matthews Asia

The Emerging Markets Hub

Sponsored by Matthews Asia February 3, 2021

(Illustration by RIA Intel)

Altruist Debuts Model Marketplace with Vanguard, DFA and In-House Portfolios

Michael Thrasher February 2, 2021

Prudential Financial Inc. Tower in Newark, NJ (Victor J. Blue/Bloomberg)

Quant Shop QMA and Just Invest Partner to ‘Democratize’ Custom ESG Portfolios

Michael Thrasher February 2, 2021

David Rosenberg (Courtesy)

David Rosenberg: ‘Excessive Valuations Will End in Tears’

Eric Uhlfelder January 29, 2021

Wells Fargo

Active Fixed-Income Management Is A Low-Cost Option

Sponsored by Wells Fargo Asset Management January 29, 2021

Dave Twardowski (LinkedIn Photo)

Vise Hires Former Avantis, DFA Computer Scientist to Lead Startup’s Investment Strategy

Michael Thrasher January 28, 2021

(Illustration by RIA Intel)

The Untapped, Multitrillion-Dollar Asset Class Opening Up to RIAs

Michael Thrasher January 27, 2021

(Andrew Harrer/Bloomberg)

The Case for (a Few) Hedge Funds

Eric Uhlfelder January 26, 2021

Toronto, Canada. (Stephanie Foden/Bloomberg)

CI Financial Acquires RIA Segall Bryant & Hamill, Doubles U.S. Assets to $46 Billion

Michael Thrasher January 25, 2021

(Christopher Dilts/Bloomberg)

Hours on Hold, Asset Purgatory, Errors: Frustrations Mount With TD Ameritrade as It Folds Into Schwab

Michael Thrasher January 23, 2021

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