Lavonne Kuykendall
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Advisers keen on the idea of joining an RIA – but not so hot on giving up cash from transactions
An online dashboard created by Fidelity Institutional Wealth Services allows RIAs to compare themselves to their peers.
While it'll never compete with Justin Bieber, one financial planner's YouTube video on standards of client care has become an unlikely hit, with more than 2,800 views
Dennis Drescher, managing director and head of UBS Wealth Management Americas' Chicago private-wealth-management office, confirmed that the unit has landed financial adviser Ajay Desai and two other key members of his Desai Group
RIA client assets that changed hands through acquisitions soared in the first half this year, but valuations of the firms are still below the 2008 peak
Eric D. Brotman has met plenty of older financial advisers who have decided against selling their firms because they don't think that they will get a good price.
Financial advisers aren't getting any better at finalizing their succession plans, but there are some signs that they are at least starting the process
Registered investment adviser Alex Efros felt so strongly about conflicts of interest in the wirehouse industry that he…
Desai team jumps to private-wealth-management office in Chicago; first win after a couple of losses
The ratio of 4-to-1 applies to most advisory businesses, yet few advisers are likely aware of it
