This content is from: Investing 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: Wealth Management 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: Investing 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
This content is from: Practice Management 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: The Big Question A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead James McDonald, CEO of Hercules Investments, is using equity index options to profit from an expected surge in volatility and market swings. By Greg Bartalos February 05, 2021
This content is from: Investing Ponzi Schemers Caught a Break in 2020. This Year Their Luck May Run Out. Covid-19 hurt efforts to detect financial fraud. But regulators have regained their footing amid a “significant uptick in tips, complaints, and referrals involving investment scams.” By Greg Bartalos January 12, 2021
Sponsored The Emerging Markets Hub Read the latest Emerging Markets news on RIAIntel.com. Sponsored by Matthews Asia February 03, 2021
