RIAIntel

Latest Articles

(David Paul Morris/Bloomberg)

Who Can Win an Exceedingly Rare, Face-to-Face Meeting With Hightower’s CEO?

Michael Thrasher October 22, 2020

Akron, Ohio. (Bigstock photo)

A Lesser-Known Conference Advancing the Wealth Management Industry

Michael Thrasher October 21, 2020

(SeongJoon Cho/Bloomberg)

Family Offices Are Getting Hacked. That Should Alarm RIAs.

Michael Thrasher October 20, 2020

(Illustration by RIA Intel)

Tech-Heavy RIAs Rise to the Top

Michael Thrasher October 19, 2020

(Illustration by RIA Intel)

The First-Ever Fintech to Earn RIAs a Break on Insurance Premiums

Michael Thrasher October 16, 2020

(Callaghan O'Hare/Bloomberg)

Schwab's Third Quarter Impresses Investors

Greg Bartalos October 15, 2020

(Christophe Morin/Bloomberg)

RIAs Fear Their Profitability Is Being Threatened

Michael Thrasher October 14, 2020

(Michael Nagle/Bloomberg)

The Market Crash Taught Lessons. Advisors Are Failing to Learn This One.

Michael Thrasher October 14, 2020

(Illustration by RIA Intel)

SkyView Acquires Broker-Dealer to Start New Investment Bank to RIAs

Michael Thrasher October 12, 2020

(Illustration by RIA Intel)

Indexing Isn’t Enough. Some Younger, High Earners Seek Alpha.

Gary Stern October 9, 2020

(Illustration by RIA Intel)

Growing RIAs Aren't Bluffing. Clients Feel Let Down and Want New Advisors.

Greg Bartalos October 8, 2020

Michael Nagle/Bloomberg

Schwab: ‘This Has to Be More Than One and One Equals Two’

Michael Thrasher October 6, 2020

(Illustration by II)

Options Firm SpiderRock Becomes ‘First of Its Kind’ on Envestnet Platform

Michael Thrasher October 6, 2020

(Roy Liu/Bloomberg)

RIA Deal Volume Hits Record High. What Does It Mean For Valuations?

Michael Thrasher October 5, 2020

Dave Welling (courtesy photo)

Mercer Advisors' Dave Welling Was Never an Advisor. Does That Make Him the Perfect RIA CEO?

Michael Thrasher October 2, 2020

(Bigstock photo)

Raymond James: A Growing RIA Custodian Under the Radar

Michael Thrasher October 1, 2020

(Illustration by RIA Intel)

Younger and More Diverse, RIA Marketing Execs Are Turning to Peers

Alli Romano September 30, 2020

Facet Wealth headquarters in Baltimore, Md. (Andrew Harrer/Bloomberg)

Facet Wealth Doubles Its Growth Rate, Raises $25 Million, and Introduces New Service For Employers

Michael Thrasher September 29, 2020

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