RIAs

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

The new hires include two former Raymond James advisors who had spent 21 years at the company.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

There’s a lot to be said for being lean and mean.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

The firm’s latest hires come at the expense of Wells Fargo, Merrill Lynch and UBS.

After 30 years and a monster merger with Financial Engines, the firm is doubling down on its AUM fee structure.

The firm is targeting the mid-Atlantic region, northern Virginia, Florida and the Midwest for more acquisitions this year.

The wealth manager recently introduced monthly fees. But, it's not for everyone.