RIAs

American investors say they are looking for holistic financial advice from advisors with a financial planning certification, according to a survey by the CFP Board of Standards.

AMG Wealth Partners has taken a minority stake in Tarrytown, N.Y.-based Clarfeld Financial Advisors, a $4 billion firm with a London office that specializes in serving wealthy U. S. citizens living abroad. The investment is the second since the division was formed two years ago as a subsidiary of AMG, which has more than $470 billion in assets.

LPL Financial wants its advisors to know that it has heard their complaints and is doing something about them.

Let’s start with the basics: If you are not engaging people on social media as a financial advisor, it’s time to catch up.

Carson's coaching firm, Peak Advisor Alliance and digital content firm, Faulkner Media Group have joined forces to create a new digital content service for advisors.

While the nation's largest independent broker-dealer says it has no “imminent” plans to own a bank, it now can if it wants to -- thanks to the announcement of a stock distribution by two of the firm’s original private-equity investors.

Advisors are adopting new technologies to streamline processes and impress clients. But it's smart to have a backup plan in case the technology fails you, says solo advisor Dave Grant.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of RIAs have to say about some of the most popular overseas retirement destinations among their clients.

Fewer RIAs this year are in the mood to sell thanks to stable growth in the markets.

The latest Focus catch is a big one: Southfield, Mich.-based Telemus Capital Partners, which provides investment management, financial planning, retirement and estate planning, life insurance and tax consulting to nearly 600 clients across the country. The firm has more than $2.2 billion in client assets.