Daniel Kuhn

Eighty percent of advisors use portals. Many clients say they're not happy.

The California firm, backed by Wealth partners, moves into the Pacific Northwest.

Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.

The rebranded RIA, formerly HPM Partners, makes its first acquisition since merging with Blue Prairie Group.

The fast-growing Chicago firm now nearly $4 billion in AUM.

As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

These 10 leaders have a lot to say about how women have advanced in the industry over the years.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

The regional BD adds two teams with $373 million in assets.

In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.

"High-achieving" advisors on social media can increase assets by 10%.

Key tips for navigating the regulatory landscape.

Firms need to consider new "fraud mitigation strategies," according to a new study.

FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?

Advisors and trade groups resist a patchwork of regulations, saying it would limit consumer choice and increase firms’ expenses.

The question may not be if tech giants will become a force in wealth management — but what can possibly stop them?

The regulator also faulted Merrill’s supervisory policies and procedures.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.