A breakaway story from the perspective of the facilitator

Regulators' so-far soft approach on target date funds leaves door open for advisors to compete

Surprisingly broad regs kick in next quarter, covering RIAs that do business with the government

The former high-level advisory exec at Fidelity will sit at the right hand of Bill Crager and court RIA custodians

When Gordon Murray was given six months to live, he and Dan Goldie set to work

Should the RIA business ever hold a sale? Why not.

Stores are opening in the wee hours and slashing prices but will it boost the economy?

Assets in the sector are up 13% since 2007

Plus, three marketing ideas that actually work and the academic case for alternative assets

TD Ameritrade has publicly made some regulatory efforts for advisors and other say they mostly do it behind the scenes

IAA's Tittsworth says advisors still have the chance to play up small-business angle to submarine legislation

RIABiz stumbles on a final moveable breakout session where unedited opinions flew fast and hard

Their executive speeches at MarketCounsel Member Summit admit current shortcomings

A study shows some myth-busting common denominators among successful firms

As the SEC ruminates, the invisible hand lurks and Rhoades finds support for a strong standard in unlikely places

Mike Golaszewski will likely join in NetX360-related efforts

RIAs are shocked by how bad things have gotten in Washington

Retirement reform hovers just outside the spotlight. Will it step inside next year?

Joe Duran floats a controversial thesis about the threat faced by investment managers

Who should be accountable for finding fraud? Two who have been through the ordeal say responsibility should rest with those best-positioned to discover it, like the clearing firms

A plethora of new carriers is a big boon at a time when regulators 'circle like sharks'

Advisors see startling drops in AUM when they get fooled by third-party managers and their clients get burned

The big IBD touts its big size, big growth and big recruiting opportunity in SEC filing

A UBS star is raising capital and recruiting up a storm

From office space to joint events to good old-fashioned favors, how to form crucial bonds

Russell Investments' Tim Noonan tells RIAs what they can learn from Starbucks

Attorneys: Wirehouses may be reawakening to the independent threat

Brian Hamburger and Suresh Kumar made the long flight fueled by a shared passion for the evolving advisory business

Which of six excuses applies to you?

Windward sold for a big premium but Schwab may be the bigger winner

A small advisory firm also had a claim on the ETF manager's name

Fidelity and Schwab make counter-arguments based on their own technological visions

The ambitious software effort shows signs of 13,000 user comments

Tips on becoming the educator of choice; and a framework for thinking about plan restructuring

Last year's pent-up demand got unleashed and conditions are improving, according to Schwab data

New president-elect sees a big change among broker-dealers on fiduciary issue: 'Sometimes I walk out thinking I've been in a Kumbaya situation'

Non-stop booth traffic -- including visits from giant RIAs -- suggests advisors came to Boston in a code-buying mood

Custodians gather in target-rich environment: advisors that are well-equipped for independence

Both companies see plenty of ready buyers for next-gen portfolio management systems

Funds incorporating hedging strategies see a tough year so far; a group of gold-inspired funds are acting like stocks

It made concessions on price but gaining a public valuation may be mission accomplished for now

Film connects the dots leading to the crisis and lays blame at the doors of some unlikely candidates

The DOL investigation goes on but -- undeterred -- a Massachusetts company takes the TPA under its wing

In the Ozarks, a small and informal conference draws big names

It’s time to update and expand the RIABiz Directory, which already lists 250 service providers

Little-known Matrix is strong with 401(k) business for advisors and Fidelity's new 401(k) RIA solution is well-received

Advisors should apply due diligence not only to products and suitability, but to their overall approach, says the new ADV form.

Catie Tobin is expected to make the big financial muscle of the Royal Bank of Canada work for independent advisors

Emotions of investors need to be addressed in three areas

Les Abromovitz heads to Nebraska to figure out which letters are worthwhile -- and which take little more than a check and a pulse to earn

Financial Planning's editor-in-chief seeks to make the outsourcer's 'subtle' attributes 'explicit'

Big custodian grows sales staff to handle rising tide of defection-minded IBD reps, heightened demands of wirehouse breakaways