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NAPFA has named a fee-only RIA who has served in the U.S. Navy to serve as its next national chair.
April 10 -
Study finds short-term AUM and compensation growth, but long-term problems ahead for financial advisors.
April 10 -
AUM drops 31% as more top brass depart, with parent SunTrust filling executive ranks with veterans of the bank.
April 9 -
The rapidly emerging online distribution channel is attracting serious venture capital, while "do-it-yourself" firms with combined delivery mechanisms will be a "smart bet" going forward. See the list.
April 8 -
Head of LPL's Advisor Services' departure 'not related to company performance,' according to a company statement.
April 4 -
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.
April 4 -
Louisiana-based Summit Financial aims to expand establish itself as a regional power in the Southeast, leveraging its location between New Orleans and Houston.
April 2 -
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.
April 2 -
In the March issue, columnist Bob Veres cited seven "dirty words" that were hurting RIAs.
April 1
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As service models shift, dually registered advisors have been making big competitive gains. Now the SEC has them in its regulatory sights.
April 1






