RIAs

A private equity firm will help the robo RIA evaluate financing options.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

It’s rare that advisors leave the Christian-oriented independent firm, a spokeswoman says.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."

Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors.

Expect an "increasing adversarial relationship between industry and regulators" says MarketCounsel’s Andrew Wels.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

Some question whether the CFP’s election of fi360’s Blaine Aikin as 2017 chairman is beneficial or potentially harmful to constituents.

Watch this next year: Digital startups like Blooom may make interesting inroads into the DC space.

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.