Jessica Mathews

The hybrid RIA wants to reach $10 billion in assets within four years.

After half a century, Christopher Sargent is making his first career change.

It's the first regulatory ding for the influential advisor and entrepreneur in almost 15 years.

Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.

The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

The next generation of advisors is worth the cost.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

The firm’s hot recruiting streak continues into 2019.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.

Launching an app doesn’t have to cost millions of dollars.

Advisors should pay attention to compliance issues and evolving expectations from clients.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.