Greg Bartalos

Latest Articles

Julie Cane (Courtesy photo)

Defending Democracy One Dollar at a Time

Greg Bartalos June 2, 2021

(Illustration by RIA Intel)

With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share

Greg Bartalos May 6, 2021

Rick Kent (Courtesy photo)

How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA

Greg Bartalos May 3, 2021

(Illustration by RIA Intel)

Advisors Are Underestimating Retail Demand for ESG Investments

Greg Bartalos April 12, 2021

(Illustration by RIA Intel)

CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’

Greg Bartalos March 30, 2021

(Erin Scott/Bloomberg)

U.S. Senators’ Use of Political Inside Information Is ‘Tip of the Iceberg,’ Study Says

Greg Bartalos March 26, 2021

(Illustration by RIA Intel)

RIAs Proved Their Worth During March 2020 Meltdown, Study Says

Greg Bartalos March 4, 2021

James McDonald (Courtesy photo)

A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead

Greg Bartalos February 5, 2021

(Illustration by RIA Intel)

Ponzi Schemers Caught a Break in 2020. This Year Their Luck May Run Out.

Greg Bartalos January 12, 2021

(Victor J. Blue/Bloomberg)

Schwab CEO, Wealth Managers Condemn Capitol Riot

Greg Bartalos January 7, 2021

(Illustration by RIA Intel)

RIA Intel’s Best Stories of 2020 — Scoops and Features That Captivated

Greg Bartalos December 22, 2020

Robert Michaud (Courtesy photo)

'Never Dismiss' the 60/40 Portfolio. Optimize It.

Greg Bartalos December 11, 2020

(Callaghan O'Hare/Bloomberg)

Schwab's Third Quarter Impresses Investors

Greg Bartalos October 15, 2020

(Illustration by RIA Intel)

Growing RIAs Aren't Bluffing. Clients Feel Let Down and Want New Advisors.

Greg Bartalos October 8, 2020

(Illustration via the Library of Congress)

A New Defense of Portfolio Diversification

Greg Bartalos September 3, 2020

(Michael Nagle/Bloomberg)

Buy Stocks Because This Bull Market Has Legs, Says UBS

Greg Bartalos August 19, 2020

Hendrik Bessembinder (Courtesy photo)

Essential Wisdom From America’s Best-Performing Stocks

Greg Bartalos August 12, 2020

(Illustration by RIA Intel)

One in Three Mutual Funds Are Inaccurately Named. Study Calls for ‘Stricter Regulations.’

Greg Bartalos July 20, 2020

Contact Info

New York
1270 Avenue of the Americas, Suite 1100
New York, NY 10020
P: +1 212 224 3300

London
4 Bouverie Street
London EC4Y 8AX
P: +44 207 779 8888

Hong Kong
Unit 2488, 24/F
Lee Garden One,
33 Hysan Avenue
Causeway Bay, Hong Kong
P: +852 2912 8001

Corporate

About Us

Leadership Team

Careers

II Press Room

Digital

Masthead

Thought Leadership

Display Advertising

Reprints

FAQs

Events

Events Calendar

Memberships

Subscription

Subscribe to Premium

Register

Register for Free Account

Newsletters

Sign up for II newsletters

© 2025 Institutional Investor LLC. All material subject to strictly enforced copyright laws. Please read our Terms & Conditions, Modern Slavery Act Transparency Statement, Accessibility Statement and Privacy Policy before using the site.

4.12.03 build:2025-12-12 Login