RIAs

The deal underscores an industry trend combining planning with portfolio management.

Although first written off by industry experts, independent digital-first firms now hold billions in assets.

The entrepreneur's OSJ also recruited an advisor named after J.P. Morgan and another new affiliated practice.

Advisory firms are generating "phenomenal" internal rates of return for PE buyers.

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

Simple solutions may be a better alternative to customization, says the company's CEO.

Most clients don’t give a hoot about fiduciary and best interest standards.

Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

Should the board use 1% of its budget for its own oversight? A former board chairman responds to this proposal.