This content is from: RIAIntel Dynasty Financial Partners Will Become Minority Investor in RIAs CEO Shirl Penney explains why his company will begin acquiring stakes in wealth management firms. By Michael Thrasher May 04, 2021
This content is from: RIAIntel Foreside Launches Turnkey Marketing Service for RIAs “There are thousands of RIAs that fall into what I’d call the target marketplace,” Brian Nelson, president of Harborside Group, said about RevBuilder360 By Michael Thrasher April 13, 2021
This content is from: RIAIntel Will RIAs Choose AssetMark Institutional, a TAMP’s New Twist on Serving Advisors? “What we noticed is that RIAs’ businesses were changing and they had needs that were unique to them,” AssetMark CEO Natalie Wolfsen said. By Michael Thrasher March 08, 2021
This content is from: RIAIntel RIAs Proved Their Worth During March 2020 Meltdown, Study Says Last year’s swift bear market revealed that “clients working with RIAs tend to sell less and buy more” when markets tumble, according to a new academic paper. By Greg Bartalos March 04, 2021
This content is from: RIAIntel Raymond James: A Growing RIA Custodian Under the Radar The company is combining two business units, talking to RIAs that custody with competitors, and thinks more advisors should be calling it. By Michael Thrasher October 01, 2020
This content is from: RIAIntel The M&A Dots Wealth Managers Are Failing to Connect Nearly half of RIAs want to acquire or merge with another RIA in the next 24 months. Most are not going to do that, according to a report by Dimensional Fund Advisors. By Michael Thrasher May 20, 2021
