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Articles tagged "Julie Cooling"

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A plethora of definitions and categories must be sorted and so must manipulation of the count.

How many RIAs are there? No, seriously, how many?

Competing counts are full of 'bastardized' definitions of 'advisor,' state vs. SEC- vs. dually registered IARs, differing study criteria and agendas

November 11, 2015 at 7:57 PM
Ryan Alfred: If you do something disruptive (in the marketplace), it’s going to be polarizing.

BrightScope sticks to its guns as it responds to outspoken critics of its Advisor Pages

The San Diego-based data tracker opens a window on the practices of 450,000 advisors; skeptics say it crosses a line

May 2, 2011 at 1:18 PM
Julie Cooling: In 2009, we were seeing (on average 120-150) RIAs (of all kinds) new per month and 160-280 per month in 2010.

Six things to know about how and where RIAs are growing

Wealth managers are being added at a high rate; California is king

April 5, 2011 at 2:03 PM
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