RIAs

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.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Practices can almost get rid entirely of expensive outside accounting services.

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.