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The duo previously spent a decade and a half with Oppenheimer.

The rarely dinged firm joined peers grappling with two issues: mutual fund fees and supervision of advisors who've been sanctioned multiple times.

Data aggregators provide big advantages for RIAs, but criticism is mounting.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

The regulator bills the move as the latest effort to bring transparency to the challenge of unpaid awards.

The new strategy may reflect downward pressure around planning fees.

Health category funds dominated the list, making up for well over half of the group’s assets.

Some worry that BlackRock products will crowd out competitors on the platform.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

Here we conclude the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.