The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

Advocates were working down to the wire to submit comments by the end of yesterday

One broker lost 30% of his book. What can you do to avoid that fate?

A sweeping RIA study and big RIA technology are in our spotlights

Plus, how RIA firms can tell if they're retaining the right person to find candidates

Inflation fears have evaporated and advisor attitudes toward cash investments are bipolar

A column that makes the case for a much-maligned investment vehicle

It could impose most on advisors spread out across multiple states

Social media is not catching on with big advisors but alternative investments are

Stacey Reinhart joins Emerson Investment Management to get back to basics

Trust Company of America and Adhesion Wealth both listened to advisors with special requests

The top TAMP finally shows positive inflows after attracting double last year's new advisors

The spirit of the RIA Business was strong at this backyard event

The job of Tim Killgoar is to have the corporation have its own positive relationship to end clients -- without infringing on its financial advisors

Barnaby Grist taps former colleague Mark Palmer for big job

Comment boards: Advisors argue separately for principles-based care, non-principles-based care, 12(b)-1 fees and their eradication

Fees weigh down the performance of a fund. Why don't more advisors pay attention?

Among them: Cambridge Wealth Management, The ETF Store, Nationwide Planning Associates, NPA Financial Services

Michael Russo is signing clients and making hires from digs in Napa

Jeff Handy becomes part of Argos Wealth Advisors and reunites with old Montgomery Securities rainmaker

Financial Advisor's Summit speakers urge focus, authenticity -- and avoiding clichés. Don't say: We offer peace of mind.

Cogent Research shows that RIAs gave VAs a chance in 2008 but the romance may be short-lived

The merely rich really are not rich enough to pay more taxes but very, very rich people are, according to a New Yorker article

The IPO cash positions it for capital-intensive deals and acqusitions, but the big TAMP may not be rushing in to anything

Investments in talent are beginning to bear fruit with a new firm that licenses model ETF portfolios

Ron Carson started PEAK in 2001 and it's already grown to an impressive size

What consumers need is not a cap, but some sunshine to disinfect mutual funds

Taking a break from the grind for advisors is more like business-lite as markets roil

Plus, what a Smith Barney breakaway team is finding out about financial plans

Certain technical indicators point to a market bottom in seasonally weak September-October

Customers may pay a little more but get a very different investing approach

One company's strategy for navigating a market that's grown more demanding

VC-backed start-up leverages the web to offer complete transparency; firm also has a back-end platform it's offering RIAs for portfolio management

How far can RIAs go with advertisements? Part deux

The biggest wirehouse's changes in branches, compliance and culture have opened the vault door

Results of reinvigorated efforts may show up on Labor Day

Ron's firm convinced an investor to sell his shares after an analysis that looked at the share redemption program

Advisors were expecting it -- but that doesn't make it any more pleasant

To get advisors' respect and attention, these salesmen are morphing into consultants

The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

After a year of formation, it's full speed ahead

IPOs, venture capitalists, RIAs and big corporations are all spending heavily to make it easier for RIAs to become big business

New York remains king, but Houston is a fast-rising up-and-comer

The Chicago-based aggregator is breaking even and signing leases for more office space in three cities

Fast-growing software provider is creating separate service team to transfer RIA performance history

This is not a joke.

Demand for knowledge of how to act like an RIA is 'popping' across the pond and so the Buddhist consultant is meeting it