RIAs

The fast-growing Chicago firm now nearly $4 billion in AUM.

In a bid to further enhance its capabilities for advisors, the firm is also slashing ETF transaction fees on select funds later this year.

Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

Without advisor buy-in, scale can't be achieved, the tech executive says.

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Independent Financial Partners aspires to be a “very, very small agent for change.”

It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.