Charles Paikert

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."

Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors.

Expect an "increasing adversarial relationship between industry and regulators" says MarketCounsel’s Andrew Wels.

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

RCS Non-Executive Chairman Mark Auerbach says the decision to shut down its wholesale distribution business is "extremely difficult but necessary."

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.

There are “clash points” when speaking to clients of every generation. Avoid these to create a profitable and useful relationship.

Fidelity's new program includes a discount on a service that monitors elderly clients' financial transactions for suspicious activity.

"Buyers are placing high strategic value on technology innovation," says David Selig, CEO of Advice Dynamics Partners.

Reflecting RCS' ongoing woes, the company made the Roth announcement in the fourth paragraph of a press release announcing disappointing third quarter earnings results.