RIAs

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

The company also said that its advisor ranks are growing.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.

Independent firms need capital, but some top executives question private equity's benefits.

As the Dow tops 23,000, remember the largest percentage drop in history.

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

The move continues the wirehouse's transformation under Tom Naratil, president of UBS Wealth Management Americas.