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Articles tagged "ScholarFi"


Ron Rhoades: I’ve put a big target on my back.

Before taking a self-imposed vow of silence, Ron Rhoades sounds off on the RIA industry and tells what's it's like to hit a professional wall
The outspoken NAPFA chairman-who-wasn't covers why the Bachus bill will rise again, the true fix for RIA exams and why the term 'fee-based' is inherently 'fraudulent'

Monday 8.27.12
Ron Rhoades: I'm looking forward to a full night's sleep tonight.

State of Florida gives low sanction to Ron Rhoades
Mitigating factors are cited by the Division of Securities and the resigning NAPFA chair expresses appreciation

Thursday 8.23.12
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Most Emailed Stories »

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Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant
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Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors
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Phyllis Borzi: We thought we hadn't done enough.Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal
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Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit
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Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model