David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs

The controversial practice is cherry picking to some advisors but experts say it's plenty fair and crucial for growth

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

Retirement enclaves and emerging tech towns are among the wealthiest areas in the country, data indicates

Company owner denies report but says he takes phone calls of outside financiers

Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.

The Pershing leader and former Moss Adams star lit into advisors on practice management issues

Richard Bernstein sees Greece as the tip of the iceberg

Wirehouses have nothing on independents when it comes to access to hedge funds, firm says citing three-year study

Mere millionaires prefer fixed income and ultra-wealthy Tiger 21 members also edge toward perceived sleep-at-night investments

Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth

The Innovative Alternative Strategies conference kicks off; United Capital brings aboard two high-level women advisors; and Ron Rhoades finally gets recognized for his efforts

Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs

RIAs may run afoul of the SEC by using superlatives like "unparalleled" and "unique"

Ric Edelman puts marketing in a new light

Clients receiving the extra level of planning refer and consolidate assets to their advisors, study shows

Tom Bradley takes exception to how the giveaways are characterized

The onus is on the custodians but advisors will be expected to help, especially during tax season

TD's CEO Fred Tomczyk questions Schwab's approach to greater distribution using independent contractors

Firms are ready to hire and recruit investors but they're aware that pitfalls abound

It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy

Empaxis outsources to India and some of its customers use the service before they choose to switch providers

Many 'first-timers' journey to the Fountainebleau in Miami Beach to glean leadership tips to grow their businesses

Charging rent and creating a chore list are two ways of keeping mooching grown kids from getting too comfortable back in the nest

United Capital is seeking a replicable method for counseling high-net-worth couples

Company announces new forward-looking fund rating systems but how to rate advisors still has puzzling aspects

The INSITE conference draws a diverse set of advisors, Bush speaks and advisors get word on Dodd-Frank

Bloomberg interviewer finds it tough getting Kelly, Fetting and Glass to answer about where the dark economic tunnel ends

Collaboration and shared marketing are in the works

The big 403(b) provider is seeking to help plan sponsors concerned with meeting fiduciary obligations

The company is seeking to address the issue of having 65% of its advisors still managing assets themselves rather than using managers

The bond king slammed fixed income investments and encouraged blue chip stock investments in a hard-hitting speech

The San Francisco broker is making five-year deals with dozens of financial advisors from across advisory channels

Dazzling wirehouse retainer deals are nice but going it alone can pay much, much better after taxes get figured in

Neel Kashkari, Michael Lewis, Bob Veres and a few others took a local event to a new level

Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond

Sanjeev Rajput has 'hit the ground running'

Pershing's event has presidents, prime ministers and Bill Belichick

The firm is eying fellow IBDs as customers and it aims to gain footing with Pershing and NFS

Some experts are running scared from rising prices and others see this as another false alarm

The Chicago firm's phone is ringing after it wins a top Morgan Stanley team on the heels of nabbing Merrill breakaways

RIAs favor WSJ's suggestion that Financial Engines is getting a close look as an outsourced 401(k) advice provider

The big IBD wasn't impressed with the value presented by third-party performance reporting companies

Despite increased oversight, the one-stop-shopping model has worked for First Foundation