RIAs

Assume everything you say is on the record, and don’t overshare.

The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Wirehouses have been losing talent as advisors seek more freedom in how they structure their practices.

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?

Frustrated by the limitations of working at a bank-owned brokerage, advisors Randy and Matthew Price opted to join the independent firm in Houston.

The firm’s headcount increased 8% in just one year.

The new tax law poses a dilemma for wealth managers.