This content is from: RIAIntel Defending Democracy One Dollar at a Time “I like to describe it as a brand-new category and that we need to add a D to the ESG,” said Julie Cane, president of Democracy Investments. By Greg Bartalos June 02, 2021
This content is from: RIAIntel With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share "The temporary waivers can expire, while it is far more challenging to raise management fees if the fund requires it." By Greg Bartalos May 06, 2021
This content is from: RIAIntel How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA Rick Kent, founder and CEO of Merit Financial Advisors, explains how he built a large company and the new strategies required to maintain its momentum. By Greg Bartalos May 03, 2021
This content is from: RIAIntel Advisors Are Underestimating Retail Demand for ESG Investments It’s a mistake to wait for clients to make the first move, states a new report. By Greg Bartalos April 12, 2021
This content is from: RIAIntel CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’ Advisors will be expected to understand behavioral finance, sources of money conflict, and more. By Greg Bartalos March 30, 2021
This content is from: RIAIntel U.S. Senators’ Use of Political Inside Information Is ‘Tip of the Iceberg,’ Study Says “There are many more legislators, politicians, and selected market participants who have access to the same information but do not have to file their returns.” By Greg Bartalos March 26, 2021
