RIAs

Edmond Walters's departure takes Fidelity by surprise, and throws plans for eMoney Advisor Summit next month into disarray.

Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.

In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.

"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.

RIAs can be an easy entry point for organizations looking to move dirty money and avoid other financial entities that have formal AML procedures in place, says FinCEN.

Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.

"The D.C. metro area is a hot market," says Savant Chief Executive Brent Brodeski.

How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients.

Following a surprising multimillion-dollar deal, the industry is regaining an appreciation for tapping all of a client's financial data, an ability long relegated to personal finance management software providers.

Marzano Capital Group joins LPL-affiliated recruiting firm Independent Advisor Alliance.