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August 2020

2020 RIA Survey & Ranking: RIAs In The Time Of Pandemic

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The coronavirus shutdown made everybody stop and re-evaluate an industry undeniably in flux.

Early Retirement Looks Tempting. Too Tempting

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Near-zero interest rates and pandemic psychology encourage impulsive decisions.

What's Holding Back Hybrids?

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Many hybrid RIA firms continue to lag pure RIAs when it comes to valuations.

What Private Client Lawyers Want

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By helping them, you can help yourself.

Stairway To A Better Retirement

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Don't start at the bottom line when figuring out clients' needs.

Navigating The New Reg BI World

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New regulations make it harder for RIAs to differentiate themselves.

Rebranding Your RIA?

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Don't overlook these important details.

A Remote World: Cybersecurity And Your Tech Stack

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Remote workers have forced advisors to reconsider the security of their technology.

Screen Time

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We've entered a new world of virtual work and advisors should know what they're in for.

A Rational Approach To Expected Returns

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Diversification might be more important than ever right now.

The New Thing In Downside Protection

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Everybody wants certainty in uncertain times. So when the you-know-what hit the fan during the pandemic-fueled selloff in U.S. equities, investors yearned for something resembling a security...

Little Companies, Big Chops

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What micro-caps lack in size, they make up for in quality, says this fund manager.

Building The 'Next Chapter' Of Advice

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More complex solutions require mastering complexity.

Advisor Emporium

MassMutual Expands Covid-19 Free Life Insurance Program Nationwide

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To support those frontline health-care workers affected by the coronavirus, Massachusetts Mutual Life Insurance Company (MassMutual) has announced the nationwide expansion of its HealthBridge...

Editor's Note

RIAs Enjoy Resilience In Turbulent Times

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Six months into this public health crisis, and it's clear that the viability of the RIA business model has been reaffirmed.

Frontline News

The Shift To Phased-In Retirement

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Business owners need to accommodate veteran employees' desire for phased retirement, says Signature's Chip Munn.

State Regulators Seek New Model That Jibes With SEC Rules

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The rules would require each RIA policy and procedure to be customized to each states requirements.

Fidelity Charitable Says More Donations Are Aimed At Pandemic Relief

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The public charity analyzed how the pandemic changed people's giving habits through donor-advised funds.

North America Surpassed Asia-Pacific Region In Wealth Growth

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Capgemini said the U.S. high-net-worth population jumped 11% on fourth-quarter gains in U.S. equities.