RIAs

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.

As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

A new study finds that the industry's efforts to recruit more women is paying off — but it will take further investments to reap the potential business opportunities.

Andrea Bethune contends in federal court that Carson Group moved her into a new role to make way for a woman 20 years her junior. Eventually, her position was eliminated.

The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.

A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.

The RIA technology platform builds on its acquisition of AI-powered liability-optimization fintech Sora Finance last year.

With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say RIAs have the opportunity to achieve big growth through sustained and focused investing.