RIAs

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.

New Chairwoman Susan John says the board is preparing for more cases due to its new standards and code of conduct.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Private Advisor Group is “cautiously optimistic” it could recruit a dozen teams with about $500 million in AUM each this year, an executive says.

The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?