RIAs

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.

'It's a landscape-changer for Lebenthal,' says one industry consultant. 'A team with a book like that can write their own ticket, and if they're successful at Lebenthal, they can attract other big teams.'

Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.

Almost two months after a court order, the CFP Board has failed to produce the required documents, Florida planners say.

The Washington, D.C., area firm hopes its six-member board will help it better understand and serve female clients.

Advisors are facing 'the most aggressive regulatory environment I have ever seen,' a securities lawyer tells RIAs at a Fidelity conference this week.

As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.