Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

How did Aequitas swamp CONCERT? Power outages at LPL, Cetera and Wealthfront? Adolescent robo problems? And was that Tony Robbins hawking his money book ... again?

The Malvern, Pa. giant is just doing what it always does, CEO Bill McNabb says, and it isn't just 'another volley fired in the fee war'

The president of Orion Advisor Services mined the fee information of the 1,000 RIAs who use his software

DoubleLine's Jeffrey Gundlach still allows the Chicago fund researcher no interviews or due diligence but some fact checks and receives praise -- faint -- in return

With net flows flattish in Baltimore, Michael Park arrives to make sales interactions with RIAs more of a 'dialog'

The Boston custodian calls attention to pedestrian 2015 organic net new growth of 6.7% as sign that clients are baffled about what exactly they are paying for

Options Industry Council panel showcased success stories and product pitchers of off-the-rack options automation and our caffeinated reporter swears it was all in a layman's intellectual grasp

Graham Thomas corralled advisor principals at MarketCounsel's Summit in Miami Beach and got some intense answers

Move to launch 28 basis-point Schwab Intelligent Advisory by summer checks all boxes on price, robo, planning, ETFs -- and commoditizes what RIAs sell for three times the fee

After the $250-million deal in 2015, the staid Milwaukee insurer has funneled funds into the jazzy robo, packed its board and taken it backstage for a makeover promised for the New Year

The expensive Mercer-advised pension plan has low participation rates, low balances, no matches and few assets overall

Lincoln wins in that Integrated Financial Partners still gorges on its products but CEO Paul Saganey likes the better control over fees under LPL

The Fontainebleau glitters, but not with newly minted Trumpsters, as Summit chief Brian Hamburger got more than he bargained for with the conference's theme of 'change'

The departing LPL chief is one of two general partners of Vestigo Ventures, which bought a stake in LifeYield -- an advisor software company

After Abby Johnson had former RIA chief troubleshoot $250-million purchase, he comes back to stock shelves with robo and alt goodies

The problem, Rhoades says, is that a pseudo-fiduciary standard asks consumers to assume the burden of knowing what's best for them when it comes to investing, which brings the problem full circle

A frenzied speaker-substitution effort was capped by a wee-hours lobby stakeout for Conway

The firm's future as an independent public company is assured for now but the abrupt shift in management style poses new questions

Cooke Financial Group of Indianapolis left the wirehouse in a broad daylight, front door exit with some diligent help of from their bosses

The lobby group that sued to stop the DOL rule surveyed 1,300 member stockbrokers -- of whom 71% voted for Donald Trump

Matt Clink, 39, will be the 401(k)-geared digital advisor's first CIO after bagging RBC and with three more institutional beasts in its sights