RIAs

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New COO is pitching firm’s name, platform — and capital.

The announcement of the firm’s new name ends speculation that one of the best-known brands in the fast-growing RIA space might disappear.

The market can't go up indefinitely, says Facet Wealth CEO Anders Jones, who predicts RIAs looking to fund growth-by-acquisition might find themselves cut off.

To sway a federal judge, both sides have tried to bolster their arguments by pointing to Facebook, joint production agreements, news articles and more.

Independent Neal Simon was overwhelmed by a popular Democratic incumbent.

People are innately drawn to be a part of something special.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

The regional BD’s newest hires oversaw $230 million in client assets.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.