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.

The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

New COO is pitching firm’s name, platform — and capital.

Independent Neal Simon was overwhelmed by a popular Democratic incumbent.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

Be prepared for hard decisions and setbacks, say RIA executives.

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

Traditional planning strategies will become obsolete.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

Consolidators and large RIAs were leading buyers in the third quarter.