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To create this ranking, we took our RIA Leaders list of the top fee-only independent RIAs, then calculated the average client account size. The results were illuminating.
January 23 -
Royal Bank of Canada sold its U.S. retail bank a few years ago to PNC. The company is back with a targeted play: City National, a Los Angeles bank that has built its business targeting the rich and working with Hollywood.
January 23 -
The advisor community is misinformed in thinking this generation doesn't have wealth yet, says TD Ameritrade's George Tamer.
January 22 -
'Let's put this behind us,' a group of Cetera planners told the RCS Capital home office in the wake of allegations against founder Schorsch.
January 22 -
Jones' football prospects are certainly bright. But what about his hoped-for career as a financial advisor?
January 20 -
The deal to buy the accounting firm was directly influenced by the increasing commoditization of investment management.
January 15 -
In laying out exam priorities for 2015, regulators cite mounting complexity of products and services in the retirement space.
January 13 -
Judge has yet to rule on board's request for summary judgment; if granted, the parties would avert trial.
January 13 -
Southern California firm buys Moore Financial Group of Colorado.
January 13 -
The new aggregator offering a succession plan is drawing from experience: "I fit the category, I've been in their shoes," says 60-year old Joe Heider, founder of Cirrus Wealth Management.
January 12





