RIAs

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.

The independent wealth manager’s move marks another step in its aggressive growth strategy.

Jersey-City based Knight will pay approximately $20 million in cash and stock for Astor when the acquisition is completed in the fourth quarter.