RIAs

“Why should a really good smaller firm that’s growing have a lower multiple than a big firm that’s crappy?” asks Peter Raimondi, president of Boston Private Wealth.

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."

Proponents of advisory firms going public cited “powerful” advantages while detractors point to “hollow” promises.

The primary buyers of advisory firms are RIAs, banks and roll-up companies.

When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.

Chief Executive Bill Harris says data alone is not enough for financial advice.

Less than 4% of planners are younger than 30. Here’s how newbies to the business can thrive.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

Bennett and her firm claimed to be managing more than $2 billion in assets when the real number was no more than one-fifth of that amount, the SEC alleges.

The independent Fidelity division can never be the same without its founder, but could still grow into a juggernaut, some planners say.