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Practice Management
Dynasty Financial Builds New Home in Florida and Employees Are Awestruck by One Big Difference
Employees who relocated from New York are enjoying world-class beaches, golf, sailing, a burgeoning arts scene, and favorable taxes. However, they are most excited about something else entirely.
Michael Thrasher
August 28, 2019
Investing
The Most Consistently Profitable Hedge Funds Continue to Prove Their Edge
A comprehensive global survey identifies managers that have kept pace with the bull market while outperforming during bearish times.
Eric Uhlfelder
July 25, 2022
Wealth Management
The Next Schwab?
Altruist – a new digital, commission-free custodian for RIAs – will save advisors up to 90% on technology and custody costs, says founder Jason Wenk. “Our goal is for everyone to really pay almost nothing.”
Michael Thrasher
September 9, 2019
Practice Management
R.I.P. AUM Fees?
The longstanding approach is riddled with challenges while newer approaches are seeing greater adoption.
David Sterman
November 19, 2019
Practice Management
A Bloomberg Columnist’s RIA Is Spewing Hatred at Police: ‘We’d Be Better Off if All Cops Were Dead’
New River Investments has a prolific history of offensive tweets.
Michael Thrasher
September 26, 2019
Practice Management
RIA Feeding Frenzy Moves Downmarket
“This is a great time to sell,” says Tim Welsh, president of Nexus Strategy. “Valuations are full and older advisors have client books that will only get older.”
David Sterman
September 16, 2019
Practice Management
Mega-RIAs Are on the Prowl. But a Bad Deal Can Quickly Backfire on an Advisor.
Giant RIAs are aggressively targeting fast-growing, high net worth-focused firms. Before acting, advisors should pay heed to these key considerations.
David Sterman
September 10, 2019
Wealth Management
Ron Carson’s Pursuit of Significance
He’s achieved success through his wealth management firm — but he remains on a mission to improve himself and the world.
Michael Thrasher
February 13, 2022
RIA Intel Awards
Here Are the Winners of the 2nd Annual RIA Intel Awards
In addition to announcing the winners, RIA Intel honored nine wealth management rising stars.
Staff
June 7, 2023
RIA Intel Awards
Open Call for Nominations! The 2023 RIA Intel Awards
It’s a big industry, and we want to hear from you about the people you think make it a remarkable one, too.
Michael Corcoran
January 23, 2023
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