RIAs

The new hires include a rare independent-to-employee career move.

The OSJ spans dozens of advisors, and it marks at least the ninth major exit following a change in policies at the No. 1 IBD.

The partners opened their RIA under consultation with a firm founded by former HighTower executives last year.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

The RIA offers multiple income-oriented strategies and a proprietary asset allocation tool.

CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

The two advisors have already transferred about $160 million in client assets, according to their former employer.

Early adopters of artificial intelligence are expecting substantial increases in profitability, according to a new survey.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

Close relationships are part of what makes the profession special, one advisor has found.