RIAs

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

The $3 billion-plus RIA seeking scale via acquisitions.

The advisors were lifelong Morgan Stanley advisors, having started their careers at Smith Barney before Morgan acquired it.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

The losing firms? Morgan Stanley and Wells Fargo.

The value custodians offer RIAs is not going away any time soon, but it is has changed.

A seller’s market means firms will need to adjust pay-raise budgets for 2019. They may also need to increase salary offers to attract the best workers.