RIAs

To give great guidance to clients, focus on removing noise and bias rather than trying to be all things to all clients.

What used to be a complex and expensive barrier to entry for independent RIAs has now become much simpler and cheaper.

The partnership marks the third deal since a major private equity investment in April.

Critical criteria that can raise the market price of an advisers' book.

Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.

The advisers previously worked at RBC Wealth Management, with one of them making the firm’s Chairman’s Council.

The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.

This is the second time Jefferies has poached Miami-based adviser talent from the wirehouse.

Depending on business mix, some advisers could see a pay cut.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.