RIAs

Even as independent advisors rush to comply with new laws, they are also being urged to implement innovative digital tools. Here’s how successful firms are managing to do both—cost effectively.

Joel Bruckenstein puts two applications – RIAglass and MyRIACompliance – through their paces. Can they help advisors comply with regulations?

New to our 5th annual list of the largest independent planners, these RIAs are blazing ahead with new ideas and poised for growth.

An imaginary look at how one very prosperous firm might approach a new set of standards.

Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.

Sargent Bickham Lagudis has assumed the name of the smaller firm, Colorado Financial Management.

The largest independent firms to make the cut.

M&A deals in the fee-based RIA space to hit about 250 this year and double by 2019, Tiburon predicts.

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.