Insights

Understanding how an RIA gets clients can be an important factor for prospective clients or for advisors looking to join an RIA. Every registered investment adviser (RIA) is looking for the same thing, more clients. Understanding how an RIA gets their clients can be...

By Stephen Greco, CEO That Was Fast! As October began, we found ourselves enjoying a steady diet of great economic news and a market that was up for the year. What a difference a few weeks makes. Over the last four weeks, essentially every major asset class is down,...

By Stephen Greco, CEO The Siren Song of Emerging Markets Since making the transition from the broker-dealer side of the industry to the registered investment adviser side, around 2011, no asset class has been more interesting to me than Emerging Markets. By 2011, many...

Successful investing requires that we take the rational view. As Ben Graham pointed out, the market is there to serve us… not to inform us.