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Investing
Madoff Is Behind Bars. But With Markets Infected by Covid-19, More Ponzi Schemes May Be Unmasked.
“Bear markets make it difficult for even the best of scams to hold up.”
Greg Bartalos
April 7, 2020
Wealth Management
Is This Focus Financial’s Dynasty-Ending, Hightower-Toppling New Business?
The serial investor in RIAs will begin buying and merging them with Connectus Wealth Advisers, a new RIA of its own.
Michael Thrasher
December 1, 2020
Practice Management
How Black Culture Influences Financial Planning and Decision-Making
Black investors, when compared to other wealthy clients, are more apprehensive about debt, more generous with their relatives, and more likely to own their own businesses.
Jerilyn Klein Bier
September 14, 2020
Wealth Management
Venture Capital Eludes RIAs. That Might Never Change.
Without it, financial advisors are not investing like institutions and family offices.
Michael Thrasher
September 9, 2020
Investing
How a Massive Ponzi Scheme Fleeced RIAs, Religious Groups, and Retirees
The sordid tale of Aequitas Management holds lessons for RIAs.
Michelle Celarier
August 13, 2019
Practice Management
Blah, Blah, Blah. Wealth Managers Talk a Big Game – But Are Miserable at Recruiting Women as Advisors.
“We know why women need to be here, but the numbers are not budging at all.”
Kristen Oliveri
November 15, 2019
Practice Management
Poaching Is Rampant, But Wall Street Is Fighting Back
IBDs, hybrids, and full-fledged RIAs continue to lure wirehouse advisors. “Consumers want fiduciaries and they’ll keep pushing for it,” says Brian Hamburger, CEO of MarketCounsel.
David Sterman
September 24, 2019
Wealth Management
High Net Worth Clients Are ‘Deathly Afraid’ of a Warren Presidency. What Can RIAs Do?
An advisor playbook for the 2020 election.
John Kimelman
October 15, 2019
Practice Management
Pricey Advisor Coaches and Membership Groups Are Proliferating. But Are They Worth It?
Entrepreneurs move to meet a demand.
Alli Romano
December 9, 2019
Wealth Management
RIA Owners Need to Sell and Take the Cash Before It’s Too Late
To the detriment of clients and the industry, advisors refuse to acknowledge a window of opportunity, according to observers.
Michael Thrasher
December 4, 2019
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