RIAs

If an advisor is offered 360% of trailing-12, this app will break down the details: how much is upfront and how much is doled out for various thresholds along the way. Plus, annual payout bonuses will be revealed.

For firms looking to grow, here are eight smart trends seen among successful firms.

From talking about why advisors may be missing the boat on retirement plans to regulators zeroing in on elderly client protections, here are the most notable quotes from the past week's stories.

Commonwealth scores $500M former LPL firm, while LPL takes $270M practice from Commonwealth.

The CFP Board now has two big industry players backing its effort to increase the number of female financial advisors.

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

The CFP Board plans to show off new ads for its extended Let's Make a Plan publicity campaign.

Advisors who don't enhance the client experience are doomed to become "the travel agents of the future," according to Ron Carson, founder and CEO of Omaha-based Carson Wealth Management.

At the group's national conference in Orlando, president Tom Nally announces several new initiatives aimed at helping advisors expand their businesses.

Advisors can no longer expect to hire only seasoned, mid-career professionals with an established book of business, industry experts say.