FSI poll also finds most have no plans to retire or sell their practices in the near future.
Newly integrated platform includes reporting tools and data management services.
Adviser custodian and B-D clearing firm faces competition for assets with Fidelity, Schwab.
In the first quarter, 29% of non-investment homebuyers used cash, the highest on record for the period.
Strong growth in 2013 won't diminish rising pressures on RIA firms, as competition, regulation and margin compression continue to pose threats. <b><i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140601/RIARUNDOWN">Our RIA Rundown 2014 Special Report</a></b></i>
The No. 1 way to help investors is to tell them firmly when they're making a mistake, finance writer says
Advisers serious about providing multigenerational planning are going to have to structure their practices and processes differently in many cases, a new report finds.
Popular products promise guaranteed 2% interest &ndash; beating returns for certificates of deposit
Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.
Asset management fees hit a record $1.5 billion, up 21% from the first quarter last year; assets on Merrill One surge.
Mary Jo White took over the Securities and Exchange Commission with a back-to-basics plan to toughen enforcement and clear a backlog of regulations aimed at the last financial crisis.
At annual meeting, CEO faces down analysts who say shareholders would gain more value if the big bank broke off Mellon.
Yet another reason why advisers should master claiming rules
President Obama's proposal to alter overtime pay rules reignites a debate over who should be compensated for extra hours. Should advisers be compensated for hours worked outside the traditional work week?
A new report offers a look into the popularity behind indexed and structured product annuities
Find out which states have the richest fee-only RIAs and don't miss the <a href="http://www.investmentnews.com/gallery/20140528/FREE/528009999/PH">15 fastest-growing RIAs</a> from IN's <a href="http://www.investmentnews.com/section/specialreport/20140601/RIARUNDOWN">RIA Rundown 2014</a>.
Broker-dealer using proceeds, in part, for pending acquisitions and possible new ones.
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
Firm to offer another way besides public listing for REIT sponsors to provide liquidity to investors.
