RIAs

In a perfect world, a negotiated peace will make winners of all parties, including clients.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

To prepare for questions — and their own filings — planners should note these tips.

Be careful when giving gifts over $100 in value.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.