RIAs

Fidelity's custody unit is backing a deal in which a Mariner Holdings unit will pay 35 basis points for referrals of mass affluent customers.

Focus Financial expand into Southeast with family-owned firm that has $600 million in AUM but no succession solution.

Financial Planning surveyed its readers to ask about compensation trends, their current structure and any changes their firm was making. We found some of the answers surprising.

The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.

When it comes to actual dealmaking, using multiples is a dangerous and irresponsible way to value RIAs.

Advisors face a shifting landscape on both competitive and economic fronts. Many argue that it's time to scrap the AUM fee altogether.

Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.

The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services.

Long, who oversaw 400 advisors at Wedbush, parted ways with the firm earlier this month.

Revenue grew faster than assets for advisors, a PriceMetrix report finds -- but average client age is now nearly 62, and increasing at a rate of roughly 6-7 months per year.