Independent advisors

• Invest Insights

  Redtail CEO joins Riskalyze board; firms say no acquisition pending

  The two companies have deep ties and are now formalizing the bond.

  By Ryan W. Neal

  July 15

  
• Clearinghouses/custodians

  Pershing adds 2 pricing models to custody platform — with caveats

  The custodian is introducing a subscription fee and zero-commission model for advisors.

  By Jessica Mathews

  March 5

  
• White Paper What kind of independent advisor will you be?

  What kind of independent advisor will you be?

  Sponsor content from Schwab Advisor Services
• Independent BDs

  LPL rolls out more affiliation options after record recruiting

  CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.

  By Charles Paikert

  January 31

  
• Business development

  Kitces: When should advisors put the brakes on growth?

  There comes a point when advisors must decide how much to scale. Here's a guide.

  By Michael Kitces

  December 13

  
• Practice management

  Kitces: Leveraging paraplanners and other efficiency hacks

  Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

  By Michael Kitces

  November 19

  
• RIAs

  Markets are up. Advisor confidence isn’t

  Advisors say they have concerns about an upcoming recession, according to a new survey.

  By Sean Allocca

  November 5

  
• TAMP

  Can Envestnet's credit exchange compete with online lenders?

  The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.

  By Sean Allocca

  October 16

  
• Investment technology

  Tech is fueling the move to independence: Q&A with TD Ameritrade’s Vanessa Oligino

  Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.

  By Sean Allocca

  September 11

  
• Voices The dos and don’ts of naming an RIA

  Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

  September 9

  

  Gordon Abel

  Chief Marketing Officer

  Dynasty Financial Partners

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