RIAs

The new database is a good first step in helping to address gaps in the oversight of advisors, but more needs to be done, say industry observers.

The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Get ready for advisors to run for the exits.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

The award marks the largest of its kind this year.

Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.

Positioning clients to weather market volatility and potential correction has become a top concern.

This year's additions to our expanded annual list of CFP Board-registered degree programs.

The independent firm affiliated with Raymond James has been on a recruiting tear this year.