RIAs

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

Without advisor buy-in, scale can't be achieved, the tech executive says.

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Independent Financial Partners aspires to be a “very, very small agent for change.”

It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.

Shoehorning them into certain categories can lead to bias and crimp firm growth.

CEO Walt Bettinger says advisors tell him they aren’t worried about the new pricing model.

The switch is the latest in a series of billion-dollar moves so far this year.