Recent Posts

Markets Face Tariffs

Trade policy uncertainty continued to shape financial markets this week as replacement tariffs under Section 122 of the Trade Act

Economic Data Signals Resilience

There was a plethora of economic data releases this week with most indicating the resilient economic backdrop remains in place.

January 2026 Bond Market Review

December economic data signaled moderating inflation alongside a continued rebalancing in labor market conditions, with price pressures still running modestly

Evaluating Proposals for Investment Advisory Services

Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most important decisions you make as a financial professional. You need to make sure to ask the right questions and request the appropriate level of supporting documentation to make the most informed decision. The questionnaire as a primary reference point for these evaluations is known as a Request for Proposal (“RFP”).

This paper focuses on several key points:

  • Things to consider when drafting your RFP;
  • Considerations to keep in mind when reviewing responses from RIAs;
  • Supporting documentation to request as part of this process; and
  • Data points to reconcile as part of this evaluation.

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