During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features

Jed Horowitz cites an unholy alliance between the Dow Jones publication and the many advisors and firms who make the list -- with criteria based largely on asset accumulation

In adding execuive chair, Raymond James is looking to complete the orchid botanist's task of providing just the right Wall Street water and Baltimore sunlight

Sullivan Bruyette Speros & Blayney principals want to ramp up growth but BMO Harris banker body language said: Not so fast

With its holier-than-thou pitches and self-dealing syndication fees, crowdfunding is really only good if you're the crowdseeker

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

Schwab CEO admits he underappreciated 'brand' barrier in selling Schwab robo on B2B basis, and DOL 'best interest' issue hangs fire

With the Great Recession in the rear-view mirror, all signs point to a job-creation bonanza not seen since the 1990s

Pension funds won't hit their must-have 8% assumption rate on a bland diet of fixed-income and equities -- a carefully chosen manager can add much-needed spice

Clients still hate 401(k) inflexibility around withdrawals and the DOL granted advisors the upper hand in getting clients to sign away protections with regard to pricier products

The big Redwood City robo is staying in character by touting 'artificial intelligence,' in synch with Facebook's CEO, but whether it's a real delineation or simple evolution is hard to tell

Stausboll made a big showing of cutting hedge funds and other active managers but her last big act was to pay up for a New York office tower, funded by the sale of a diversified real estate portfolio

With the 150 basis-point-plus price of Guided Wealth Portfolios, LPL's robo plan doesn't look so robo, except for the onboarding

Hurling jabs at opponents and proponents alike, the fiduciary maven says both sides failed to recognize and incorporate the role of RIAs

Despite reassuring words, the rules steer ill-done-by investors down that dark alley of FINRA arbitrations where complaints go to die

After Nestwise dropped off the twig, then crickets, then a secret pilot launch, LPL announces that robo FutureAdvisor gets the nod

John Clendening is now CEO of Blucora and a director at Betterment -- and a new resident of Bellevue. Wash.

AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return

The Boston giant gave Arden, then Blackstone, the bum's rush after their halo effect was tarnished by high expenses, low returns

End-game style politics exposed fiduciaries' lack of playoff experience, but RIAs can console themselves because DOL exposed shady dealings on 'the dark side'

12(b)1 fees, variable annuities and proprietary products are all still allowed and so is partiality in the sales process

Element Pointe Advisors seek to ease HNW and UHNW client angst by watching their held-away assets

After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes

The industry blogger says the routing of web traffic and its monetization works for the publication, not fo advisor practices