RIAs

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

The head of the advisory group also was returning to where his career started.

He will join a team of ex-Merrill advisers that will oversee more than $370 million in client assets at Snowden.

Vanguard founder John Bogle and the DoL's Phyllis Borzi support an investor bill of rights.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

The independent firm affiliated with Raymond James recruits a veteran with nearly 40 years of industry experience.

Hard-working advisers can earn fees awarded in bankruptcy courts. Is it worth the trouble?

The firm's newest recruits generated $3.5 million in annual revenue.

The firm's newest hire was an ex-Morgan Stanley complex manager.

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.