Charles Paikert

The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.

2017 was a banner year for RIAs, but marketing, hiring and operations are seen as key to future growth, according to a Schwab study.

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.

"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.

Lessons learned in a combat zone are passed on to clients.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Helping clients navigate life choices is critical for differentiation.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.

Affluent clients have "a fairly low awareness of fees," according to new report.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

The definition of independence for advisors is changing, according to a new report.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.

The platform provider is pushing the concept hard, but early reviews are mixed.