RIAs

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.

Advisors are making portfolio changes, telling the TD Ameritrade sentiment survey they are worried about rising rates, among other concerns.

A yearly salary and a clear career path are some of the most vital ingredients necessary to attract and keep new entrants, according to a study by Fidelity.

The firm's former correspondent and advisor services supervisor will now oversee consulting operations reaching the firm's 1,900 advisors.