RIAs

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

Planners appear to be breaking away from the AUM fee structure.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

Flat fees may not be as profitable or scalable, but they have significant benefits.

Advisors report what they love — and hate — about tech at companies holding client assets.

The move follows calls for reform. Banned brokers, acting in lieu of attorneys, have made a living for decades representing investors.

The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.