RIAs

Firms seeking to cut a deal, whether buying or selling, need to understand these key considerations.

An advisor who oversaw $75 million in client assets left the wirehouse to join the super regional's independent channel.

Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.

Wealthfront CEO Adam Nash says “Silicon Valley optimism” will help reimagine and redefine financial services.

Choosing a broker-dealer and/or a custodian is one of the most important decisions for advisors going independent. Here are five questions for each choice.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.

The robo wave is forcing flesh and blood advisors to improve their digital presence and that has fintech companies like Oranj rushing to fill the void.

Roll-up firm adds six advisors from the insurer and one more from Hutchinson Financial.

A group of independent financial advisors has moved to LPL’s corporate RIA custodial platform.