Charles Paikert

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.

Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.

The fast-growing Mather Group has ambitious expansion plans.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

The $6B RIA bought a neighbor but also expanded its footprint.

The CEO of Bronfman Rothschild pins his hopes on a nonpartisan message.