RIAs

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.

Some predict the new standards will push more planners to drop their CFPs.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

The latest hires join the regional firm from Wells Fargo and RBC.