RIAs

FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto clients whose advisors had left the firm.

Rankings compiled through FP's annual RIA Leaders study show how the largest firms are growing at a record clip in offices across the country.

Industry representatives fear DOL misclassification rule will lead to costly court battles

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.

The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?

The product can bolster talent retention, appeal to customers seeking help in the current volatile markets and position Merrill to stay top-of-mind as UX-savvy younger clients begin inheriting wealth.