RIAs

The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.

Genstar puts consolidator Mercer Advisors up for sale.

Once selected, the chapters will begin a two-year centralized testing process.

Even if it's best for the team, it won't be easy.

The wirehouse’s latest litigation suggests other everyday activities of defectors could come under scrutiny.