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Articles written by Tommy Fernandez

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CEO Perry Blacher: There are about 80,000 mutual funds globally but there are tens of millions of people with much of the same tools, access to research and, most importantly, talent actively managing their own portfolios.

How Covestor got VC backing, became an RIA and is waving a fist at mutual fund giants

Unlike other such social networking efforts, Covestor's platform mingles amateur RIAs with professional money managers on its platform

April 4, 2011 at 2:35 PM

LInda Cena: Michigan's top RIA regulator, says one advisor recently told her, "Unless we have a direct connection with God, we’re not going to complete all the ADV forms."

(Updated) RIAs stumble at ADV form goal line

SEC's still mum about what will happen to procrastinators; states adopting laidback approach

April 4, 2011 at 2:05 PM

Ric Edelman: One of the biggest hirers in the business looks for 10 years of experience and the ability to assist clients to implement their financial plans.

RIAs are hiring like crazy in 2011 but sticker shock, picked-over talent pool may await laggards

The recession was so deep this time around that advisors may find good talent in the bread lines

January 18, 2011 at 2:56 PM

Andrew Fotopulos: Advisers seem a lot more anxious to obtain coverage at this time.

Why RIA demand for E&O insurance is booming and premium prices are [thankfully] plummeting

A plethora of new carriers is a big boon at a time when regulators 'circle like sharks'

November 17, 2010 at 5:40 AM

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