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Greg Bartalos
Latest articles
RIAIntel
Defending Democracy One Dollar at a Time
Greg Bartalos
June 2, 2021
RIAIntel
With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share
Greg Bartalos
May 6, 2021
RIAIntel
How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA
Greg Bartalos
May 3, 2021
RIAIntel
Advisors Are Underestimating Retail Demand for ESG Investments
Greg Bartalos
April 12, 2021
RIAIntel
CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’
Greg Bartalos
March 30, 2021
RIAIntel
U.S. Senators’ Use of Political Inside Information Is ‘Tip of the Iceberg,’ Study Says
Greg Bartalos
March 26, 2021
RIAIntel
RIAs Proved Their Worth During March 2020 Meltdown, Study Says
Greg Bartalos
March 4, 2021
RIAIntel
A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead
Greg Bartalos
February 5, 2021
RIAIntel
Ponzi Schemers Caught a Break in 2020. This Year Their Luck May Run Out.
Greg Bartalos
January 12, 2021
RIAIntel
Schwab CEO, Wealth Managers Condemn Capitol Riot
Greg Bartalos
January 7, 2021
RIAIntel
RIA Intel’s Best Stories of 2020 — Scoops and Features That Captivated
Greg Bartalos
December 22, 2020
RIAIntel
‘Never Dismiss’ the 60/40 Portfolio. Optimize It.
Greg Bartalos
December 11, 2020
RIAIntel
Schwab’s Third Quarter Impresses Investors
Greg Bartalos
October 14, 2020
RIAIntel
Growing RIAs Aren’t Bluffing. Clients Feel Let Down and Want New Advisors.
Greg Bartalos
October 8, 2020
RIAIntel
A New Defense of Portfolio Diversification
Greg Bartalos
September 3, 2020
RIAIntel
Buy Stocks Because This Bull Market Has Legs, Says UBS
Greg Bartalos
August 19, 2020
RIAIntel
Essential Wisdom From America’s Best-Performing Stocks
Greg Bartalos
August 12, 2020
RIAIntel
One in Three Mutual Funds Are Inaccurately Named. Study Calls for ‘Stricter Regulations.’
Greg Bartalos
July 20, 2020