Featured
The Oil Market ‘Is Lying To Us,’ Oil Execs Say
(Yahoo! Finance) - Big Oil is making money but losing sleep. Sure, high oil prices are nice; we’ll find out next week exactly how nice when the majors report first-quarter earnings. But what goes up must eventually come down.
American Express CEO On Blowout Earnings, Travel And $4 Gas Prices
(Yahoo! Finance) - American Express (AXP) stock fell at the open, even as results beat across the board.
Recent
Morningstar targets RIA market in direct indexing SMA push
The investment manager and researcher is using WAGN to get its direct-indexed SMAs in front of large RIAs.
Five Guiding Principles For Mature RIAs To Control The Transfer Of Cherished Clients
As advisors look around at their options for transferring their clients, they probably don’t like a lot of what they see.
RIA Retirement Risk Review: 88% of Advisors Prioritize Effective Risk Management over Generating Highest Gains in Client Portfolios
The RIA Retirement Risk Review Study reveals growing concerns over client retirement security, willingness to explore new risk-management solutions.
Are advisors returning to the office? It's complicated
Even as the pandemic winds down, many RIAs are hesitant about bringing their employees back to the workplace.