RIAs

A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.

The RIA technology platform builds on its acquisition of AI-powered liability-optimization fintech Sora Finance last year.

With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say RIAs have the opportunity to achieve big growth through sustained and focused investing.

Journey Strategic Wealth President Penny Phillips said advisors who broke off from wirehouses and large brokerages are now returning to big firms. The winners will be partners who can welcome them without compromising their independence.

PE money eviscerates an RIA's client-first culture, leading to advisor burnout and turnover.

The latest study by The Kitces Report of advisors' well-being found five key drivers of their happiness with work — and many firms are falling short.

Amy Drinkard of Steadmont Advisors advises clients through divorce and deaths, guiding them through some of the hardest parts of their lives — the latest in our Know Your Niche series.

What began as Transition to RIA founder Brad Wales' informal collection of large firms' division names and account types could turn into a collaborative industry glossary.

Snow Pine Private Wealth is the latest in a string of advisory groups to jump from UBS to Wells Fargo.