FOX sees niche as big RIAs fill fiduciary void, banks lose their hegemony and the economy mints more ultra-affluent investors

David Akellian left his position as RIA chief of Stifel Nicolas yesterday and is jumping to the IBD giant to diversify its business model

Ruth Papazian made her mark in four years

Ready to call it quits but with no plan, Peter Langer found an unlikely white knight

Schwab and Fidelity do not share the philosophy of specifically targeting female RIAs - and female investors

A daylong 'conversation café' emphasized communication, leadership and personal presentation; some guys crashed the party

A bustling social scene at Salt Lake City

Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

Unfazed by venue change, advisors mixed, mingled, blogged and tweeted their way through the three-day meeting

Under Model Wealth Portfolios, the advisor stops picking investments, but they still pick strategies.

The more sophisticated the system you buy, the more commitment and expertise it will require

The arrangement between the companies had endured a multi-year "dormancy"

The majority of the baby boomers’ wealth is held in the form of privately owned companies and monetizing them is an opportunity

A former leader of the free world? Cool. But bring on Chuck!

Michael Ball, Michael Walters and Robbie Cannon tell their stories at Trust Company of America web event

Genworth had a rare deceleration in net flows but it'll be short-lived after a new product launch, according to Gurinder Ahluwalia

It starts with web content and ends with reasonable expectations about compliance and LinkedIn

First Steve Cassaday cloned himself then he began executing his succession plan

Shiller's downer message was tempered by Ben Mezrich; the conference buzz was the Advent-Black Diamond deal

Baby Boomers' expectations and rising technology could put a new squeeze on the old model

A guide to assessing solutions to meet rising demand from high net worth clients

Executives were ready to pull the trigger but wanted reassurances about how elements of the RIA market would react

Automation of investment management using Folio Dynamix follows Advent implementation

The rival software makers hit it off after their top execs had a February phone call

When does a click constitute an endorsement?

The big San Francisco provider will purchase one of its scrappiest competitors

Investment in recruiting pays off with highest average assets among IBDs

Investing in the Digital Age: Andy Rachleff writes about the freight train of transparency

Advisors were happy to have Bill Clinton, Fareed Zakaria and other experts on hand for perspective

Earnings season gave stocks a reason to rally in April; healthcare and European funds lead pack

Schwab, Pershing and TD Ameritrade are all quietly amping advisors to win new business, too

A new channel to independence emerges, complete with soft-landing service providers

Amidei, a former gas station owner and bond trader, knew what he wanted and acted fast

Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains

Will partnerships with, respectively, Socialware and Erado, translate into elusive growth-via-networking?

A peek inside the Excell conference

Trevor Norton will lead Fidelity's drive to bring white glove services to giant clients of RIAs

Company slams SEC as obstructionist

LPL still works as a custodian for his $3-billion practice, but the lack of custodial flexibility was hurting his plan to bring on scores of new partner firms

Schwab data contradicts the report on the surface but also shows fewer big, traditional deals

A special compassion and knowledge is required for people who get what we think they want

Slick and smooth won't win trust, Spectrum study shows, and improving results are too little, too late

The San Diego-based data tracker opens a window on the practices of 450,000 advisors; skeptics say it crosses a line

The big IBD is staying in the picture but Carson is also forming its own broker-dealer; Schwab, TD Ameritrade get assets

... four RIA-world lessons brokers would do well to heed

The Austin, Texas-based fund company sees growth in retirement plan assets from big customers