RIAs

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.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

Six months in, the wirehouse is taking an unusually hands-on approach in its first foray into the RIA space.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.