RIAs

Saying the new cash will be used to fund growth, CEO Joe Duran targets $200 million to $250 million in annual revenue.

In a highly competitive industry, one of the most common questions advisors face is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.

In seven years, Focus Financial has grown to $65 billion in AUM from $3 billion. CEO Rudy Adolf shares the company’s growth strategy.

The CFP Board “cannot justifiably act as both a regulator for continuing education providers and as a CE provider themselves,” FPA president Michael Branham said to a burst of applause Sunday at the general session of the association’s annual conference.

Financial planning “is still a relatively young profession with a lot of growing pains,” according to the incoming president of the FPA.

Large firms are targeting smaller “lifestyle” advisors who want to remain independent but need resources, guidance and business support from the “substantial ecosystem of solutions” that are now available.

Mariner Wealth has jumped into the burgeoning space recently abandoned by LPL’s NestWise.

With $1.4 billion in assets already, firm aims to become a Southern California giant.

Three big industry names are joining forces to form a new wealth management firm, Lebenthal Wealth Advisors.

How can you tell whether your own goals are appropriately aggressive? Two things helped new solo advisor Dave Grant understand this.