RIAs

The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.

Ranking RIAs by AUM or number of employees is misleading.

The independent broker-dealer has seen significant growth in the last three years.

Craig Findley once helped oversee a 36-member team that managed more than $6 billion.

RegentAtlantic buys Hillview Capital to widen its mid-Atlantic footprint.

The team made the transition with Kestra Private Wealth Services.

Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.

Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.

The aggregator has bought 22 firms with $7.1 billion AUM since 2016.

Captrust scoops up two more RIAs in the market’s sweet spot.