RIAs

The deal with newly launched Global Retirement Partners is a "great opportunity to add scale," says LPL exec Bill Morrissey.

As part of the FP50, Financial Planning tracks the percentage of reps producing more than $150,000. Many of the firms with the greatest number of top producers, it turns out, are smaller boutique firms.

The high-profile hiring of David Bach creates a revved-up marketing engine for Edelman Financial, which already has $13 billion in AUM. Can other firms use the same technique?

Triad believes it can attract advisors who are "more entrepreneurial" with its hybrid model.

After the first year of running his own RIA, an advisor reflects and offers some lessons learned.

Here are the smartest tips and tricks we’ve heard recently.

For clients, is one type of firm, business model or fee structure better than another?

Clarity in strategic vision and compensation boosts advisor satisfaction, according to a new J.D. Power & Associates study.

The group stands to lose at least one prominent member, and possibly dozens more, over the next 12 months.

On first Capitol Hill advocacy day, FPA advisors are meeting with policymakers to push for greater fiduciary oversight and regulation.