RIAs

Voices: Sometimes ‘intimidating’ but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.

Totum Wealth says its new platform can analyze risk while also creating a custom portfolio. Our tech communist gives it a try.

Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.

Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.

Do you have enough saved for a stand-alone RIA? EPAN's Ron Briggs challenges advisors on this and other considerations of going independent.

One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.

Money can be a huge bone of contention in romantic relationships. Here’s how advisors can help client couples manage financial discord.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.

The commission's barring of one advisor follows similar action by state authorities, indicating that regulators are coordinating their enforcement activities.