Scott David has only just arrived at the Baltimore mutual fund giant from Fidelity in May and he's already pulled off a coup that was 20 years in the making

As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

The goblins still still lurk despite the massive October rally

It goes to people's relationship with money

The San Ramon, Calif. firm is getting down to the nuts and bolts of expansion and switching to a fee-only model

JoinAFirm.com is expected to give independent firms more play by offering more options and keeping it casual

A Lindner Capital Advisors symposium recently answered some sticky questions with help from Meir Statman and others.

Leonard Reinhart has ideas about how to market the Richmond, Va.-based firm's patented technology - and alleviate strain

First Bridge founder Aniket Ullal came from S&P and believes he can take on Lipper and Morningstar

Improved technology geared at recruiting more RIAs and offering a greater breadth of products to long-term investors were cited as growth engines

The leader is working to improve its customer services as the custodian pours big bucks into upgrading its tech offerings

The buyer, Zywave, is a force in the property-and-casualty world

Laura Kogen's eclectic skill-set, serious smarts and vivid personality make her a catch

Yes, but excellence and profitability need to be weighed against these high-maintenance, resource-sucking and sometimes fickle people of means

Retirement-plan leaders grapple with different degrees of fiduciary and how best to address advisors and clients

After three years of relentlessly recruiting brokers from Wall Street firms, the strategic buyer will go to wirehouses to top off its managerial talent

In just two years, Lorraine Fox helped her firm grow to $300 million of AUM, with a boost from fellow Stanford alums

New measures could take away incentives to put money aside and make advisors shy away from the business

Dell'Orfano and his team are developing product services and technology the better to lure major RIAs

Summit Financial wanted greater pension expertise

Even a photograph of a client may be viewed as a testimonial

The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator

TD's Tom Bradley delivers a caffeine jolt of good news about the growth of the RIA channel

The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good

It's a PR issue for the Seattle software dynamo after the the former NAPFA chairman, former Tamarac chairman and RIA faces a heavy SEC scrutiny and FBI investigation

Advisors may get much of what they wish for but in reality it may not be so good

Its leader, Philip Palaveev brings advisors aspects of a a high-end consultancy, a roll-up and a yoga retreat

Ron Carson brings his Peak members to his home base of Omaha and surprises them with a famous, and local, coach

The MarketCounsel Summit undercurrent revolves around FINRA fears, so Dina Hampton put the compliance expert on the spot about how the scenario could unfold

Slow growth is getting slower, firms are adding an employee and costs of RIA help are skyrocketing

Chip Roame sugarcoats nothing and it keeps 150-plus top execs on the edge of their seats

After hearing from industry heavyweights Mark Tibergien, Daniel Bernstein and MarketCounsel founder Brian Hamburger, it was time for a unique cocktail hour in a stunning setting

Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

Pricing, user experience and value look good, but still no integration with portfolio management systems

With the paperwork signed, TD goes to work wooing big RIAs with technology, special pricing and a maverick culture

Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan

We've got our eye on TD Ameritrade's growth, do-it-yourself hedge fund analytics and two elite conferences starting Wednesday

Concern for the economy runs high but the news isn't all bad

After a dozen years with the big broker-dealer, the group saw advantages to using NetX360 and working with Mark Tibergien

Jeff McClure was able to bring Sean Kernan closer to his way of thinking by letting him in on his experiences

The innovator and entrepreneur compared to Edison

What do butternut squash and finance have in common?

A little daunting, sure, but advisors - especially ones geared to serving the mass affluent - will find the extra effort worth it

A selection of responses we received from folks in the RIA business

But in these tough times, advisors are better served by a focus on practical solutions, CFDD president counters

The letters stand for registered investment advisor but then it gets complicated

A sales culture is being driven by competitve pressures and opportunities for fresh assets that are too tempting to pass up

The big IBD puts Dan Arnold into the newly created position

The iconoclastic Alfred brothers' latest innovation will give clients a voice - but experts and advisors fear compliance complications

Kochis Fitz, Quintile Wealth Management and Deloitte are now $7.2 billion Aspiriant and there are more plans to grow -- carefully