Charles Paikert

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

The fintech giant fattened its war chest with a $40 million investment.

Morningstar finds that active managers have left a lot to be desired.

After serving 18 months in jail, Craig Rothfeld knew “other people would need help too.”

“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.

In a cut throat market, the RIA can now offer cash for M&A deals.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

The deal is the latest by a larger company seeking to gain fintech market share.

Communities of color still don’t see enough advisors “who look like them.”

The commission “failed to enact a meaningful conduct rule,” state regulator William Galvin says.

The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.

Effective decision-making means knowing how to foster a culture of healthy criticism.

Captrust wins a heated battle to expand its North Carolina footprint.

Two prominent female advisors are joining forces to target first-generation wealth builders.

Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.

United Capital has a new name, but key challenges remain for its new owner.

CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.

The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets.

Tensions between buyers and sellers of advisory firms are surfacing, according to a study.