RIAs

Do other planners or professional colleagues know your ideal client profile? You may be missing out on business if they don’t know who to refer to you, says new solo advisor Dave Grant.

Some technology challenges come even after you've made your software decisions. Recently, new soloist Dave Grant has been struggling with his CRM system.

Advisors can use a focus on payout increases to create handsome total returns for their clients.

The markets have good years and bad years, but the impact on a client's investments depends on the timing.

LPL Financial Holdings reported the strongest quarter in the company’s nearly three years as a public company, with net revenues topping $1 billion for the first time. LPL’s board of directors also announced the company’s quarterly dividend would be raised 40% to 19 cents per share.

Washington Wealth Management is continuing its rapid growth -- albeit at a slighter slower pace than its own CEO had forecast.

Questions about the future of online advice have intensified since Bloomberg LP, the multibillion-dollar data, information and media giant, said last week that it was shutting down its own online wealth management offering, BloombergBlack.

The RIA space is losing some of its brightest potential stars to higher-paying careers in banking and insurance, says recruiter Caleb Brown. Here are a few ways RIA firms can fight back.

The new portfolio management and research tool is aimed at advisors in both Raymond James' employee and independent channels.

Most advisors continue to check in with phone and email messages and continue to do some work even while on vacation. Dave Grant shares the steps he took to completely cut himself off from work for a family vacation.