The CEO believes a 20-year war may yet be won

With the best clients aging, RIA business will be shaped by how about 2,000 'tweener' firms react to fast-deteriorating business conditions

As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

Mark Casady's explanation is hard to swallow for Danny Sarch, Mindy Diamond; Bettinger inveighs against 'rat trap' of checkbook recruiting; Ryan Shanks says advisors are "numb to the chaos"

Invoking his own parents' small nest egg, the FSI chief projects a 2015 Finra takeover of SEC duties for RIAs

At the broker's annual event in Dallas, two advisors told their stories with generous details

In Philly, the former LPL super-exec talks a very RIA game but seems to hint at FINRA-as-king and getting advisors out of investment advice

Walt Bettinger also declares mea culpa surrounding long wait times for telephone service late on Tuesday

The San Francisco-based broker showed that even it's not immune to web fritz; RIAs take it in stride though not without administering a healthy dose of schadenfreude

By 2020, women will control $22 trillion -- 25% more than today's national debt; that's not a segment you can afford to lose

With a big life insurance settlement augmenting a considerable estate, this young mother had literally dozens of sit-down meetings and a hard-fought happy ending

It's a buyers market for investors who will need an advisor's help to sort the hedge fund manager sheep from the goats

FA IQ, with REP. vet Sydney LeBlanc aboard, joins Ignites and FundFire in publishing for niches in the financial advisory business

Rep. Maxine Waters' bill, which would require fees from advisors for the SEC, is unlikely to pass, but groups say it will push off FINRA efforts for now

Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements

San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

Post-Morgan Stanley deal, the institutionally-minded fund company is becoming a player in retail asset management -- making Atlantic Trust less of a core holding

It's not, not, not the products and the returns that keep them coming back

Advisor-rater BrightScope and tech startup Riskalyze draw two smack-talking industry observers into their inner circle

The bombs going off brought back childhood recollections of the 1996 Olympics in Atlanta

The big New York aggregator will put the brokers through a one-year seasoning process before placing them in RIA foster homes

With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies

One competitor is convinced the Alfreds are merely rewarding fee obfuscation but the San Diego iconoclasts refuse to be discouraged

The godfather of RIA roll-ups is heading up CAPTRUST's little-known $2.5-billion private-wealth division with plans for hoovering advisors into a non-autonomous framework

When to tell kids how rich they are and how to unmask sketchy construction workers are two topics covered

The disclosure requirement sat around so long that workarounds got developed and employers got comfortable in the boiling water

The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns

Numbers of internal salespeople are fast on the rise as the old-model external forces hit a plateau, according to Ignites research

Brian Hamburger's novel service to become an RIA in a day is a response to stepped-up electronic snooping at broker-dealers and nettlesome questions asked by state regulators

The size of the insurance-IBD roll-up has moved it into a realm between boutique and biggie

Donald Marron has worked to bring class to the IBD business ands Grist captured that in human form

Margaret Towle broke the HighTower mold somewhat for having an RIA, not coming from a wirehouse, and serving only 10 clients

Merrill Lynch was first to put Gold Bullion International at advisor fingertips, but now Envestnet will make it easier for independents

WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

RIABiz technologist Terence Hong gives his first impressions of Orion Connect and Orion Mail

Hockey lover Darin Pastor's plan revolves around making Glendale, Ariz. people happy -- and applying managerial smarts that produced serial business successes

How Brian Hamburger booked the Martin and Lewis of financial legislators to his -- formerly -- bare-bones conference

James Maher is forming Archford Capital Strategies as a wealth manager that needs capital galore to unlock his clients' billions in assets from illiquidity

The trust company hopes to give its RIA owners the ability to put their trust assets at the custodian of their choice

Modeling itself after local juggernaut, Neiman Marcus -- and dissing WalMart of Arkansas, CFO4Life signs on with locally-based Tom Nally

I pay a higher fee, visit a higher-rise building and may end up with a new level of advice