RIAs

Beefing up its presence in Sacramento and Newport Beach, Calif. Beverly Hills Wealth Management has lured the Sullivan Wealth Management Group from Morgan Stanley.

PIMCO last month teamed up with product and technology platform provider Aria Retirement Solutions and insurer Transamerica Advisors Life Insurance Company to market contingent deferred annuities to asset-based fee-only registered investment advisors. The name of the new product: RetireOne Transamerica II.

Two key factors come into play in order to improve your advisor website’s SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your website’s design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.

The doors of Dave Grant's startup RIA have been open for only a couple of months now, and it’s been an emotional roller coaster. Signing a client that you’ve been pursuing can provide a massive high, but when things hit a dry spell or don’t go your way, you can spiral into new lows.

Founder Eric Schwartz is making big plans to preserve the firm’s independence and viability for the long term -- by giving away control now.

In the most recent expansion of its planning services, Raleigh, N.C.-based Capital Investment is adding five new financial advisors.

Northstar Wealth Partners, the largest LPL Financial-affiliated wealth management firm in Connecticut, has nearly doubled its assets under management to just under $2 billion -- by recruiting two advisors formerly with Essex Financial Services in Essex, Conn.

Are you concerned about information technology security? So is Dave Grant. Check out some strategies he is using to assuage his fears.

Securities America has ramped up the fierce competition for independent advisors, launching a new RIA targeting advisors with between $50 million and $250 million assets under management.

The division, created in 2001 and made up of affiliated RIA firms who custody their assets with Raymond James, now includes about 100 firms, approximately 250 advisors, and more than $8 billion in assets.