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Thought Leadership in Action

Younger Generations Are Expecting More. Can RIAs Rise to the Challenge?

Forty percent of investors in their 40s expect to rely on their financial advisor for products and services beyond investment management and financial planning. Michael Thrasher, RIA Intel, Dec. 7, 2020 The wants of investors are changing and many RIAs are not prepared. Young investors overwhelmingly want their advisor to share the same political views and religious values. They also wan...

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Tech-Heavy RIAs Rise to the Top

“It’s a virtuous circle — technology begets growth and growth begets increased adoption.” Michael Thrasher, RIA Intel, Oct. 19, 2020 Most financial advisors “do not use technology extensively” but the ones who do, are more efficient and manage more money, according to a study by Cerulli Associates, a Boston-based research and consulting firm. “While the analysis was done before the Covid...

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