RIAs

Head of LPL's Advisor Services' departure 'not related to company performance,' according to a company statement.

Integrating online and in-person advisor experiences to keep up with the competition will be a critical priority for wealth managers, according to the report.

Louisiana-based Summit Financial aims to expand establish itself as a regional power in the Southeast, leveraging its location between New Orleans and Houston.

Clients can use social media to effortlessly endorse and recommend their investment advisors. Here's what advisors must understand about client testimonials on social media.

In the March issue, columnist Bob Veres cited seven "dirty words" that were hurting RIAs.

As service models shift, dually registered advisors have been making big competitive gains. Now the SEC has them in its regulatory sights.

After publishing our third annual RIA Leaders list, Financial Planning dove into the numbers to identify which of the top 100 actually have the wealthiest clientele.

For investment advisors with a small pool of clients, the threat of a cyber attack that could compromise investors' personal identifying information is especially acute, says one IT expert.

Kitces and Alan Moore are launching XY Planning Network, which will assist financial advisors working with Gen X and Gen Y clients.

A business can't have value without having profits. Understand how to calculate existing profits - and then make a plan to increase them.