Industry

Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.

Clients have many reasons for not divulging details on the assets they have at, including embarrassment. Advisors say it's still important to understand their total financial picture and, above all, not be judgmental.

A note by Morningstar DBRS analysts warned of the risks working against big RIA aggregators' success in consolidating a fragmented channel of the industry so rapidly.

Starting your own RIA can be emotionally taxing and require extensive work — and it comes with some surprises. Here's what founders said caught them off guard when launching their own firms.

The big moves hit the Swiss firm as it continues to lose advisors on a net basis — though now it's reportedly sweetening its recruiting offers.

For some RIAs — particularly those that focus on financial planning — adopting a flat-fee structure can make more sense than a traditional AUM-based model.

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

As brokerage firms keep getting sued for allegedly not providing clients fair returns on their uninvested cash, the SEC tells investment advisors they also have legal liabilities.

Members of the Transparent Advisor Movement are meeting around the country in "Flat Fridays" events. And the collaboration is revealing all of the nuance around fees.