RIAs

I don't need outside credentials to bolster my credibility — I have my own.

The recent moves display the stakes of the competitive recruiting fight, which has led to firms like AmeriFlex seeking to give advisors greater flexibility and resources.

United Capital has a new name, but key challenges remain for its new owner.

The regional broker-dealer has long been among the industry’s most aggressive recruiters.

The advisors join the bank following a major reorganization of its wealth management business.

In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.