RIAs

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

The new year is off to a busy start with deals worth $250 million.

See which of the top firms added, retained or even lost clients in the past year.

The RIA aggregator added its 43rd partner.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.

Plus: A Morgan Stanley grab totals $410 milllion in combined AUM and more than 30 other job changes.

Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.

Shannon Pike will concentrate on bridging adviser communities.

The regulator plans to ramp up scrutiny of bad brokers and electronic communications, among other new measures.