Newly integrated platform includes reporting tools and data management services.
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>
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>.
If the industry hopes to build trust, clients have to understand what they're paying, executive tells crowd at conference in New York.
LPL Financial has suffered a recruiting slowdown in the first quarter and puts part of the blame on an unusual factor &mdash; this winter's rough weather.
Motif launches platform for advisers to ease, speed portfolio re-balancing.
Commissioner Daniel Gallagher says adviser stats likely equal to registered rep stats from Finra.
Using gamification can help further conversations.
The head of TD Ameritrade's RIA custodian says advisers should consider fee linked to wealth beyond stocks and bonds
'FP Hackers' brainstorm issues facing new businesses &mdash; and even refer clients to one another
The future of business is being determined at breakneck speed. Joe Duran says that the companies of tomorrow are tapping into a few deep-seated human desires today.
Now that it looks like the SEC will get an additional $150 million in funding, speculation is mounting on how the funds will be deployed. Is increasing adviser oversight going to be a priority?
Pushing her colleagues to decide whether to propose a regulation to raise investment advice standards for brokers, the SEC chairman called the uniform fiduciary standard 'a primary, immediate focus.' <i>(See what Mark Cuban had <a href="http://www.investmentnews.com/article/20140221/FREE/140229971" target="_blank">to say</a>.)</i>
Camardas can seek monetary damages and pursue anti-trust violations in case in which they are suing the CFP Board for sanctioning them.
Revives proposal that would require brokerages to link to regulator's database, including disciplinary background info.
The firm picked up a father-son team of Michael and Benjamin Cohen who previously generated $4.2 million in production at J.P. Morgan Securities.
Aggressive monetary easing, a shale oil boom that's lowered energy costs and improving corporate balance sheets give the world's largest economy an edge over other regions.
After a mostly frigid 2013 for recruiting from wirehouse brokerages, agents responsible for selling those brokers on the benefits of free agency are cautiously optimistic that a thaw has finally set in.
With funding from Lightyear Capital, employees will acquire RidgeWorth at a price of up to $265 million.
Stock-trading site Kapitall woos investment-shy millennials with its online 'playground.'
