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From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.

More banks are implementing second-story adviser programs as they embrace advice-based client relationships in the wake of the fiduciary rule.

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

On Wall Street annually spotlights the work of the industry's elite leaders.

The proposal comes as the gap between elevated Indian asset prices and anemic earnings growth spurs warnings of unfettered optimism in Asian markets.

Andrew Zito is Executive Vice President, Retirement Plan Services of the Lamco Advisory Group, a financial advisory firm.

Lester Cook, CCSP, has nearly 20 years of experience in the tax specialty service industry. He is a principal and leads KBKG’sFixed Asset Review Practice from the firm's Chicago office. Throughout his career, Lester has completed cost segregation analyses on thousands of properties ranging from office space leasehold improvements to multi-billion dollar industrial complexes.

Gian Pazzia, CCSP, is a principal with KBKG who oversees the firm’s Cost Segregation practice and is a subject matter expert on the tangible property “repair” regulations. He is a past president of the American Society of Cost Segregation Professionals and has held a seat on their board of directors since 2007. He has served as an expert witness for cost segregation matters before the IRS. Prior to KBKG, he's been with two of the Big Four firms and has been an instructor on these topics for numerous CPA associations.

Money’s not leaving the markets, but rather moving in an “old fashioned” rotation that favors value stocks and small-caps at the expense of tech.