RIAs

The firm's headcount has steadily declined since the bogus account scandal came to light last year.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

"With 15,000 financial advisors, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

The RIA's 7th deal in 16 months is for a $160M adviser.

The four advisers had spent their entire careers at Merrill before making the switch.

Nearly $500 billion of funds held by millennials is up for grabs.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.