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The Dynasty-affiliated RIA manages around $15 million on average per client.

Many advisors in branches today "don't want to ride the circuit and go to three other branches and have smaller-dollar clients," says industry observer.

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Personal Advisor Services closes in on the $100 billion AUM mark.

Some platforms are promoting their approaches to attract more sophisticated young investors.

It is the latest of several popular PFM apps to close down in recent weeks.

Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.