Rachel F. Elson

'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.

Next-generation advisors, next-gen clients and next-gen technology are at the heart of TD Ameritrade's newest programs for advisors.

A pair of sessions at the FSI OneVoice conference focused on recruiting and retention challenges facing IBDs, many of which center on hybrid or dually registered RIAs who are edging toward greater independence.

Changes to the RIA Leaders rankings illustrate a hard truth about the industry.

A trio of top custodial executives discussing big trends for the RIA sector downplayed the term -- at least as a marketing advantage -- during a panel this week at the MarketCounsel summit in Las Vegas.

Technological shifts happen quickly. The industry finally seems to have noticed.

We found a few firms that were getting it right on recruiting next-gen planners. Check out their road map.

But the asset allocation and rebalancing service will launch first for retail before rolling out to Schwab advisors.

Female advisors from Raymond James' Private Client Group got a mix of planning tips, technology tricks, strategic advice and female empowerment.

When hosting a client event, a strategic seating chart can place prospects next to your biggest fans.

The number of transactions jumps to 16 in the second quarter, up from 13 in the first, with the average size of acquired firms rising to $1.18 billion.

The silence about planning’s race gap is most insidious.