Charles Paikert

One of the first RIA aggregators is at the center of a bitter legal dispute.

Too many planners are serving too few clients, Dynasty’s chairman argues.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

Some worry that BlackRock products will crowd out competitors on the platform.

The firm will test markets in a few cities next year in a bid to keep pace with a shifting wealth management landscape.

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.

Newcomer F3Logic makes an impressive $2.5 billion debut.

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.

Mariner Wealth's and Mercer Advisors' deals for RIAs totaled over $3 billion in AUM in just two weeks.

Bob Oros is a leading candidate to head the RIA, but he, or any other successor, will be under “super pressure” from the firm’s owners.