RIAs

The Palm Beach Gardens, Fla., investment advisory firm bought Weiss Capital Management Inc, an independent registered investment advisory firm.

In an effort to develop jumpstart its exchange-traded fund business, Russell Investments announced Wednesday it plans to buy U.S. One Inc., a registered investment advisor and ETF provider.

Most advisors segment their clients books, but few do so systematically, according to a Schwab practice management expert.

Registered investment advisors’ assets took an $8 trillion hit in 2009, but they’re rebounding this year with $4.6 trillion in gains.

Rydex/SGI annual benchmarking study finds majority of those surveyed are using alternatives in client portfolios.

Basic business practices such as client segmentation separate the winners from the losers among registered investment advisors.

Schwab study finds that strategy is key in effective deployment of tech services

Boston firm brings its institutional strategies to high-net worth individuals.

If you’ve done something wrong, cooperation is key to holding onto your certified financial planner designation.

The Unified Managed Account Exchange gives RIAs more control over product selection.