Michael Thrasher

Latest Articles

(JB Reed/Bloomberg)

Schwab, TD Ameritrade Leadership Address Advisor Complaints About Service

Michael Thrasher March 30, 2021

(Michele Limina/Bloomberg)

The $5 Trillion Financial Planning Opportunity ‘Hiding in Plain Sight’

Michael Thrasher March 30, 2021

Aaron Klein (courtesy photo)

The Future of Riskalyze

Michael Thrasher March 25, 2021

(Illustration by RIA Intel)

PitchBook Expects Betterment and Other Robo Advisors to Raise Capital

Michael Thrasher March 24, 2021

(Illustration by RIA Intel)

Group Formerly Behind Inside ETFs, Wealth/Stack Launch Competing ETF Conference for Advisors

Michael Thrasher March 23, 2021

Shirl Penney, CEO of Dynasty Financial Partners (Michael Nagle/Bloomberg)

‘Spring-loaded’ Demand Drives Dynasty Hiring Spree

Michael Thrasher March 19, 2021

Edmond Walters and Tony Leal (Photos via LinkedIn)

Frenemies Partner to Upgrade MoneyGuide With Apprise Labs Software

Michael Thrasher March 16, 2021

Boston, Massachusetts, home of Edelman Financial Engines. (Scott Eisen/Bloomberg)

Deal With Warburg Pincus Values Edelman Financial Engines at $7.3 Billion

Michael Thrasher March 15, 2021

Peter Boer/Bloomberg

Bright Spots Leaven a Somber Future for Mutual Funds

Michael Thrasher March 11, 2021

Omaha, Nebraska based Orion Advisor Solutions announced its acquisition of HiddenLevers. (Bigstock photo)

Orion Acquires HiddenLevers, a Software Firm Eyeing BlackRock and MSCI

Michael Thrasher March 9, 2021

(Illustration by RIA Intel)

Will RIAs Choose AssetMark Institutional, a TAMP’s New Twist on Serving Advisors?

Michael Thrasher March 8, 2021

Andrey Rudakov/Bloomberg

The Beautiful and ‘Incredibly Inefficient’ Market of One Ingenious Fund Manager

Michael Thrasher March 5, 2021

Lawrence Calcano, CEO of iCapital Network (Costas Anastasakis/Bloomberg)

KKR and iCapital Create RIA to Broaden Access to Alternatives

Michael Thrasher March 3, 2021

(Illustration by RIA Intel)

A Digital Advisor Passport to Unlock All of Wealth and Asset Management

Michael Thrasher March 2, 2021

(Illustration by RIA Intel)

Why AssetMark Acquired Financial Planning Software Firm Voyant

Michael Thrasher March 1, 2021

(Stefan Wermuth/Bloomberg)

Schwab’s ‘Number One Story in Practice Management This Year’

Michael Thrasher February 26, 2021

Zoe Financial's offices are located in New York, NY. (Michael Nagle/Bloomberg)

The Pandemic, Fundraising, and 790% Growth: A Year Inside Zoe Financial

Michael Thrasher February 25, 2021

Charles Goldman at the New York Stock Exchange. (Courtesy AssetMark)

Charles Goldman: AssetMark Is ‘in Great Hands’ With His Replacements

Michael Thrasher February 24, 2021

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