RIAs

Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."

Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

“If you continue to work the way you have been, you may not be in business in five years,” says United Capital CEO Joe Duran.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

Should advisors fear digital wealth management incarnations like Vanguard Personal Advisory Services?

To attract and keep successful clients, advisors need to be transparent about fees. Here’s how one advisor navigates those touchy conversations.

To understand the direction of digital advice, look to the industry experiences of the mid-90's and the early 2000s, says Mitchell Caplan, CEO of Jefferson National.

Roll-up also adds $50M AUM Harvest Group Financial Services.

If advisors answer these 4 questions correctly, they’ll be in good shape to start an independent firm, says Fidelity’s Bob Oros.

Advisors can provide valuable services when clients go through the process—and still get paid.