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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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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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