RIAs

Veteran advisers with $437M in AUM 'set out to find something different.'

Independent advisers are poised to benefit from implementation of the DoL ruling.

Planners who lack this vital skill may not provide the best guidance to clients.

Top industry headhunters share their insights on what the evolving landscape has in store for brokers switching firms.

The Swiss firm picked up a team that oversaw approximately $900 million in client assets.

The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.

The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.

The two advisers generated $7 million in annual revenue, according to their new employer.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.