Charles Paikert

Sales commissions may decrease, but new assets are expected to come on the platform.

"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

“The election could be disruptive to this rule,” Brian Hamburger predicted.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

Megent is planning to expand its union-sponsored retirement plan services.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.

One of the industry's largest aggregators now has around $15B in AUM.