RIAs

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.

The wirehouse had held back on finalizing some aspects of its fiduciary implementation plan until the rule's fate was clearer.

Your current superstar employees hold the secrets to making future crucial hires, says planner Kelli Cruz.

This interactive tool gives you the ability to evaluate independent broker-dealers.

The wirehouse's latest hire has 21 years of industry experience.

The advisers say they want provide better services to female clients.

The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.