The turnkey RIA service seeks the middle ground between set-and-forget target date funds and the crazy complexity of building a 401(k) practice

The RIA custodian took a risk aligning its brand with the presidential loser but both, arguably, came out as winners

The founder of the Silicon Valley online RIA steps aside to make way for Adam Nash

Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional

A blizzard of conference calls with the RCS chairman have only had a band-aid effect so the more personal assault is on

The head of LPL's flagship RIA and Barron's top independent advisor of 2011 are pooling brainpower and embracing the possibility of deploying strategic robo-advice

The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction

RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

TD and Fidelity hold their fire on playing the planner role as Schwab clients get a full-on planner-executed fee for $2,000 and others are satisfied with more limited plans executed by 1,000 branch advisors for free

Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details

The former Smith Barney, Wells Fargo recruiter will now prey on his own kind

Ideas can flow without the antibodies of e-mail, human voices and schedules imposing

The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing

Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales

The insurance giant isn't ruling out whiting out the motley brands of Royal Alliance, FSC, SagePoint and Woodbury

The RIA business is a land of micro-niches where owner-operated blogs are often the best reading spot for advisors to find the vibe and the level of granularity they seek on a subject

The pension giant responds by saying that 'no specific deliverables' came out of the process

Myra Rothfeld also departs as Goldman sets his sights on software, service revamp

The live discussion will explore why 2014, for many reasons, has never been a better, easier, more secure time to jump into the only model with real growth

A probate attorney, a trust exec and a Harvard B-school student float a solution to persuade family members to stay the course

RBC gets hit with another loss but the company maintains its still has the foot on the gas pedal for its RIA unit

The Focus Financial CEO sees lending rate at rock bottom and ROI on RIA investing with room to rock

When the mid-sized Florida broker-custodian takes on bigger giants, it plays the little-guy card

As advisors we Do the Right Thing naturally -- don't we? Thinking through what it means to be a truly trusted go-to money M.D.

Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up

A PR team discovers the value of the ubiquitous social media tool but also the perils inherent in sending your 140-character stream of consciousness through the ether