Charles Paikert

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

The wirehouse files for a restraining order in wake of move to Dynasty.

Custodied assets from advisers are shifting in unexpected ways, as Financial Planning’s exclusive research shows.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

Independent advisers are poised to benefit from implementation of the DoL ruling.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

Opponents of the regulation don’t have “new evidence” to beat back a final legal challenge, says the former assistant secretary of the Department of Labor.

The firm’s newest team left Wells Fargo’s independent channel.

Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

CEO Larry Fink aims to ramp up technology offerings for advisors, from BlackRock's robo platform to Aladdin, a data and risk analytics platform.

“Severely undervalued companies,” were highlighted by investment exec panelists at the annual Morningstar Investment Conference.

The impact of digital companies may be felt later than sooner; but millennial clients and health data seen as catalysts, experts say.

Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.

Top advisers appear content at their current jobs, but new challenges and responsibilities may lure prospects.

The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.

HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.