‘I’ve Had Enough’: Advisors Call for Industry Organizations to Speak Out Against Racism As protests continue in response to the death of George Floyd and systemic racism, advisor organizations have been silent and their members have noticed. Michael Thrasher June 02, 2020
This content is from: Wealth Management Why Lead Generator SmartAsset Just Became an RIA Michael Thrasher May 29, 2020
This content is from: Wealth Management The Wealth Management Activity That Soared 300% in the First Quarter Michael Thrasher May 28, 2020
This content is from: Wealth Management The Goldman Sachs Wealth Unit Is Coalescing Despite Delay of Digital Offering Michael Thrasher May 27, 2020
This content is from: Wealth Management ‘It’s Not AdvisorBid I Believe In. It’s Brandon Spottswood.’ Michael Thrasher May 26, 2020
The Wealthiest Clients of the Future, According to a Decade of Proprietary Data A special Wealth-X report explains the evolution of a lucrative client segment. Michael Thrasher May 21, 2020
The Quarter of Reckoning at Dimensional Fund Advisors — And Not the One You Think Net fund flows have waned at DFA. Here’s what it means and what it doesn’t for the asset manager. Michael Thrasher May 20, 2020
The Richest Investors Are Increasingly Choosing RIAs. These Firms Are Winning Their Business. More high-net-worth investors are choosing RIAs and multi-family offices for two reasons. Michael Thrasher May 19, 2020
Sponsored Video: The Modernization of the Bond Market Sponsored by iShares | Advanced tools and technology are empowering fixed income investors. Episode 1 December 20, 2019
VC Investment in Wealth Management Startups Has Plummeted. Was 2019 the Top? A record $2.1 billion was invested in so-called wealthtech last year. This year could pale in comparison. Michael Thrasher May 18, 2020
These Wealth Management Firms Are ‘Hunters’ — And the ‘Farmers’ Are in Trouble A prediction anticipates drastic changes at some independent RIAs. Michael Thrasher May 15, 2020
‘Committed’ to RIA Custody, Goldman Sachs Acquires Folio Financial The deal sends proprietary technology to the investment bank and will help the seller scale, Folio Financial CEO Steve Wallman said in a letter. Michael Thrasher May 14, 2020
Advisors ‘Don’t Need a Rolls-Royce.’ They Need Interactive Brokers and This New Software. Michael Thrasher May 13, 2020
‘Three Incredible Tailwinds’ Help Vise Raise Sequoia Capital-Led $14.5 Million Michael Thrasher May 12, 2020
A New Advisor Software Company Was Gearing Up to Launch. Then the Pandemic Struck. Michael Thrasher May 04, 2020
