RIAs

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.

RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.

The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the loop, solving cybersecurity concerns and where she thinks AI is headed in the industry.

UBS and RBC lowered their payout rates for advisors on the low end of the revenue production scale.

Market turmoil is likely to weigh on many advisors' take-home pay this year. Couple that with changes some firms have made to their compensation grids, and some advisors are in for a double whammy.

The choice of brokerage or RIA firm involves any number of factors and a range of timelines. Here's what the numbers and experts suggest are the main drivers.

In a big week for industry recruiting, Stifel lands practices managing $2.9 billion at Merrill, Merrill recruits a $1.9 billion team from Raymond James and Rockefeller pulls part of a $2.3 billion team from UBS.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.

The pros and cons of giving discounted or free financial advice to those close to you.