RIAs

While coping with the killing of a beloved colleague, EFS Advisors scrambles to protect his clients.

The change could alleviate firms’ recruiting worries that they must pay trainees to spend the first few months studying.

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

Independent and regional firms have been maintaining strong appeal with new recruits.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

David Safarian is the latest wirehouse advisor to join the regional broker-dealer.

Advisors are offered new automated tools to help clients manage a life after work.

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.