RIAs

New hires bolster the firm's recruiting and succession planning units.

Exclusive: Without any notice, ‘fee-only’ is replaced with ‘none provided’ on CFP holders’ profiles.

Exclusive: Widespread abuse of the term raises question of a disciplinary double-standard.

New York, California and Texas will be ground zero for Fiera Capital, the $71 billion Canadian investment manager that is hoping to crack the top tier of the U.S. private wealth market.

“To have a national brand, you have to have a client experience that can be duplicated in every location, like Starbucks," says Rudy Adolf, CEO of Focus Financial Partners. "No advisory firm has the ability to deliver this kind of promise," he says.

The expansion-focused $6 billion wealth manager has added Santa Barbara-based Pacific Pointe to its roster, making it the fifth firm in Beacon Pointe’s growing stable, and the fourth in California.

Senior executives with leadership experience and strong sales skills in high demand as current advisors look to retire.

Amid growing industry debate over compensation disclosure, the FPA has changed the compensation disclosure options on its website.

Now that profits are at record highs, financial advisors' next priority should be better people management, according to the 2013 FA Insight Study of Advisory Firms: People and Pay. Cost control, solid productivity and soaring client profitability helped the typical advisory firm reach a profit margin in excess of 20% in 2012, the highest margin in the survey's five-year history.

After Sheryl Garrett said an ideal partner would be a group like NAPFA, Pinnacle Advisory Group’s Michael Kitces responede skeptically.