Advisor Perspectives

DECEMBER 1, 2023

Over 10,000 advisors became RIAs between 2015 and 2020 alone. Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years. Ever wonder why?

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ClearMoney

DECEMBER 14, 2021

3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 20591, National Bureau of Economic Research, October 2014). 4Marlena Lee, Philipp Meyer-Brauns, Savina Rizova, and Samuel Wang, "Bond Study Confirms Investment Approach and Offers New Insight," Insights (blog), Dimensional Fund Advisors, February 11, 2020.

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ClearMoney

NOVEMBER 4, 2021

Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). Relative price: Refers to a company’s price, or the market value of its equity, in relation to another measure of economic value, such as book value.

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Indigo Marketing Agency

OCTOBER 25, 2019

Along with Mailchimp, we’re using OptinMonster, which is, if you go to our website, there’s going to be this little pop-up encouraging you to sign up for our mailing list in exchange for a white paper. It’s her mission to help independent financial advisors help more people through their incredibly important work.

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Sara Grillo

NOVEMBER 14, 2022

2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? He does not think it will be in his lifetime. #2 He thinks it is probably needing to be higher than the “best interest” standard.

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