RIAs

The smooth integration of RIA firm Girard Partners is likely to entice the Souderton, Pa.-based bank to buy other RIAs as it seeks to grow its wealth management business.

Create a "culture of inclusivity," drop old-world ways and give young planners a voice in your firm in order to recruit and keep them, two experts say.

The breakaway launched a multi-generational firm that includes the planner's three daughters.

The drop is "a great thing for the industry," as long as it's not mainly due to retiring older advisors and easier tests, one expert says

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.

The former wirehouse advisors have opened an RIA with the help of Focus Financial Partners.

"Your best people are everyone else’s best prospects,” said John Burns, CEO, Exencial Wealth Advisors.

Opinion: Contributor Allan S. Roth is “more than a bit concerned” that this marriage of a low- and high-fee provider will not be good for investors.

"Position a plan of life phases rather than life stages," trend researcher Kim Lear says at Schwab Impact.

Baby boomers will continue to be the nation's wealthiest generation for the next 15 years and remain the largest fee pool for banks and financial services firms, according to new report.