Giant of private equity world will play a passive role and Adam Bold will continue to run the show

Flush with IPO cash, Scott Collins and Scott Miller were determined to have open-recruiting architecture and more counseling

Clients who grimace at selling their business or standing pat may love a rising new option

The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once

Conversations with academics, expanding strategies and veering away from hedge fund of funds led to thriving niches.

Dynasty Financial's newest customer speaks; a big RIA forms a women's division; and a dislocated Silicon Valley RIA tucks into a larger firm

Wirehouses will have to re-up retention bonuses or see mass migrations of top producers

The money in motion may reach into the hundreds of billions, though gaining an entree has its frustrations

Aunt Bea extracts the true meaning of the word 'fiduciary'

98 RIAs joined the Jersey City custodian in 2010, up from 35 RIAs in 2009 and 24 in 2008

The PIMCO founder is a mutual fund manager and may view the market with a trader's eye

The New York start-up has known Cypress since a conversation in 2008

The $385 billion unit is looking to put its best wealth-management foot forward

The software fulfiills some of Schwab Intelligent Integration's promise without the fancy cross-wiring

The CEO is looking for big acqusitions and ways to compete for big RIAs

The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs

The ex-Wachovia team creates 'bionic' advisors, tucks in advisors, poaches advisors and does free work

The sales teams are staying separate but sharing training this week

Positive client feedback centers around faster flow of information under new compliance arrangement

Exchange Traded Concepts hopes that a cheap, simple ETF process will lure mid-sized firms onto the playing field

The new social medium embraces the fact that people need CRM for their lives

Advance Capital leaves IAS and United Planners gets performance reporting for the first time

Success in converting leads favor the firm that makes dedicated hires

The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs

The baked-in-cake dollar cost averaging of the defined contribution system allowed it to survive massive 2008 stress test

DFA says this new plan will complement, not compete with, the services an advisor offers

In which RIABiz editor Brooke Southall talks with a recent widow in search of an advisor, the recruiting director of HighTower and the CEO of Focus Financial and gains a snapshot of the RIA arena, circa summer 2011

The learning curve required for complete independence looked unpalatable when it came to decision time

Double-checking, delegating (giving virtual head slaps) and becoming a student of the Investment Advisers Act of 1940 are part of the deal

The updated user interface was built on the same technology at Gmail and it shows

RIAs generally make block trades and use rebalancing software these days and mobile apps aren't ready for that

The bad news is that you work until you're 70; the good news is that you're going to Hawaii

Strategic Financial Group, Sterling Financial Planning and Snow Creek Wealth Management are aboard as foot soldiers for an ambitious new tactic to unseat unassailable trust assets

Aite Group study shows that advisors are seeing the critical phase in back office/front office terms, not as a way to excel

In market share wars for retirement plan dollars, big and small brands alike have much to learn

There are trouble spots but these unglamorous holdings are still among the safer and more tax-effective instruments around

$465 million deal is mostly a payment processing technology-grab, according to ByAllAccounts

Why 'assets under management' are now 'regulatory assets under management'

The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond

One analyst still sees troublesome signs in the findings but outsourcing is on the rapid rise

Social media checklist needed to effectively reach out to wealthy clients

The Genworth exec headed to Africa to dig wells after cashing out of AssetMark but realized he could do more with impact funds

Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech