Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

Beverly Hills Wealth Management wants to eliminate the downside of open architecture

The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them

The soft-spoken, hard-driving guy is largely credited with Schwab's sale to BoA, its buyout from BoA and its IPO -- all big successes

Hillary Clinton gave a great speech in Naples but the chairman's daughter gave a glimpse of her determination to attack channel insularity -- and what kind of a successor she might be

Ingham Retirement dropped Sentinel Securities for LPL and is also becoming a retirement plan vendor to many LPL reps

Just where the line is between a legal and illegal 401(k) plan is important to know

This social media can be the most intimidating to start but it can be the best and most effective, too

At a Merrill Lynch forum, the IBD's CFO explains that Phase I was the mass accumulation of advisors and Phase 2 was about RIA-ification

The idea is to create one service experience for assets held in both bank and brokerage accounts under a single advisor -- with Mark Tibergien calling all the shots.

Royal Bank of Canada high-ups say RBC Advisor Services still holds importance, but the Cerulli numbers are concerning and some RBC brokers are barred from channel switches

The RIA business -- including custodians, asset managers and advisory firms -- lived up to its reputation of resisting cooperation

The PBS report was slanted, simplistic and went in for shock value, say critics, but some in the industry say too-high fees are in fact the root of the problem

In only four years, his OSJ RIA has $6.2 billion in advised assets and 130 advisors, thanks to a radical cold-calling plan and lower, yes lower, payouts than other OSJs

An advisor must know who he or she is and express it in simple terms

With De Beers humbled, valuation methods standardized and hundreds of millions of Chinese headed to middle-class nuptials, it's a new story

The inimitable Barron's editor and writer always delivered the spoonful of sugar with the medicine

The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

Culture, fit, philosophy and a firm handshake are all swell, but without a financial bettering of the parties' interests, a deal rarely progresses

A whopping 90% of the mass-affluent investor pool is online and 44% of them are actively looking for an advisor

Those hefty retention bonuses aren't the only thing keeping brokers tied to their desks -- family sentiment has huge impact on 'fence-sitters'

It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources

Wall Street charges excessive hidden fees, but it's all within the bounds that the system allows

The former wirehouse exec is satisfied with her own 'gal about town' status but not 'Republican' tendencies of financial advisors

An easing of the ban against advisors accepting payment from money managers for selling their products may be in the works

In places like Stockton, Calif., bondholders are being paid, but cuts to public pensions, rising crime and slow emergency responses, cuts to sports, arts programs in the schools are the price

The pronouncement comes as companies like Envestnet -- and a whole world of advisors -- are just getting warmed up to the iPad

Schwab's short-tenured ex-branch chief and former Fido star returns to near his college stomping grounds in taking role at Mackenzie Investments

Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share

David DeVoe and Mark Hurley weigh in on just exactly what is and isn't working

Analysts applaud the scant data but one RIA has the opposite reaction to what Walt Bettinger said

The 24-year-old group makes its first dedicated market hire and continues to demand respect

After years of cobbling on capabilities, the TAMP streamlined and made tablet-compatible its web presence, though not to pure approbation

'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything

With the deal, born on a frozen lake in Montana, both companies are attempting to keep assets from crossing their borders

2008-2009 market meltdown settlements are just now coming to fruition, and giant RIAs are signing up with a filing firm to get in on the action