RIAs

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

Newcomer F3Logic makes an impressive $2.5 billion debut.

The firm has seen a number of planners exit in recent months.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

To prepare for questions — and their own filings — planners should note these tips.

Be careful when giving gifts over $100 in value.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.