RIAs

Charles Schwab Advisor Services announced a new business, Schwab Intelligent Technologies, marking a milestone in the company’s initiative to deliver integration solutions for registered investment advisors.

While many asset managers continue to fail to connect meaningfully with registered investment advisors, many are turning to such digital media as micro websites, social media and mobile applications, according to a new report from Financial Research Corp., “Winning Strategies for Marketing and Distributing to the RIA.”

Last year was a good one for registered investment advisors, according to the 2011 RIA Benchmarking Study from Charles Schwab, the largest focused solely on RIAs.

In the second of a two-part series, Adam Moseley, managing director of Schwab Advisor Services' technology consulting group, talks about the benefits of making your client relationship management (CRM) system the command center of the entire RIA operation.

In the first of a two-part series, Adam Moseley, managing director of Schwab Advisor Services' technology consulting group, explains how RIAs can get the most out of their IT investments.

National Advisors Trust revamps its board of directors with a trio of new members and the appointment of a new chairman.

They plan to boost their staff by 30% over the next 12 months, Fidelity finds.

After riding out some choppy storms in the middle and latter part of the last decade, registered independent advisors -- and their clients -- now stand ready to cash in on enormous growth opportunities as long as their willing to embrace new technology and communication mediums.

According to a survey conducted by TD Ameritrade, RIAs reported a 7% increase.

Carson Wealth Management Group announced Monday it will become an independent RIA in July, but will further expand by added a broker-dealer arm later this year.