Independent advisors

The fintech firm says use of the loans grew 10% last year among its client base.

In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.

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

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

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

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

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

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

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

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.

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

Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.

The entrepreneur's OSJ also recruited an advisor named after J.P. Morgan and another new affiliated practice.

The RIA adds $600M in AUM with its third acquisition of the year.

Recruitment is ongoing — not a one-time sales pitch.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

A successful recruiting strategy isn't enough to keep a financial planner put.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

The largest increases came from the only firms in the sector reporting jumps of at least 20% or more in 2018.