RIAs

Beleaguered RCS Capital to give details of an advisor retention plan by Jan. 8

Pathstone's merger with Federal Street is "a defining deal for firms serving the UHNW segment," says industry consultant Jamie McLaughlin.

The acquisition of the RIA firm is expected to increase BOK's assets under management by about $340 million.

A willingness to learn and adopt technology when it was still considered a fad helped John DiCiaccio refine ways to use it effectively in his practice.

Fidelity’s David Canter takes a hard look at the most-important issues for independent RIAs in the coming year.

It’s not easy being one of the largest RIA firms in the nation. The leaders are doing everything it takes to lure the right talent, grow their practices and remain truly independent.

The executives decided to leverage their skills in their own areas of expertise.

Creating a performance management process will help firms get the most from staff members.

RIAs forge ahead while fighting pressures to grow in ways that might threaten their independence.

From dividend winners to dumb investing bets, 2015’s popular stories will be as valuable to investors in the coming months as they were over the past year.