RIAs

Insurance industry giant targets RIA market via fee-based annuities.

This group of planners can thank the Department of Labor for the new business.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

These certificants are multiplying — and so is their revenue.

The new recruit has been in the industry for nearly 3 decades.

The wirehouse's newest recruits operate from two offices on both coasts.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.