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Thought Leadership in Action

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. Greg Bartalos, RIAIntel, March 4, 2021 Articles, white papers, and research reports regularly counsel advisors about how they should communicate with clients and manage their portfolios during sharp downturns. In the past decade, h...

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What Advisors Should (and Shouldn't) Learn From Jeff Bezos

Joel Bruckenstein, David DeVoe, Doug Boneparth and others discuss Bezos' approach to tech and succession planning as he prepares to step aside as Amazon CEO. Jeff Berman . ThinkAdvisor, Feb. 3, 2021 One day after Jeff Bezos said he was stepping down as CEO of Amazon, financial industry experts are speaking out about the lessons advisors can learn from the success of both Bezos and the $1...

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Category: Financial Industry

Everything You Need to Know About the COVID-19 CARES Act

On Wednesday, March 25, 2020, the U.S. Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, delivering a massive influx of cash for individual Americans, businesses and health care facilities reeling from the COVID-19 pandemic. The $2 trillion bill is the largest in U.S. history and is designed to stimulate the economy during the COVID-19 pandemic. The long-await...

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Category: Financial Industry

Economic Relief During the COVID-19 Crisis

The number of confirmed COVID-19 cases in the United States has now surpassed the numbers reported in China and Italy, and cases are continuing to climb. It’s too early to tell what the full economic impact will be, but we know it could be severe.  In light of the COVID-19 crisis and the National State of Emergency in the United States, unemployment is on the rise, and even working emplo...

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