Tag: RIA

Alex Hansen of Merit Financial Advisors thinks there's a misconception in wealth management that the only reason advisors switch firms ...

In their initial conversation, a "high earner, not rich yet," prospective client (a HENRY in industry parlance) sounded like one ...

For two decades, wealth management has viewed the growth of the RIA channel through the prism of culture. Financial service professionals, ...

NewEdge Capital Group is adding to its RIA division with the purchase of an advisory firm with $6 billion in ...

Though perhaps still best known as a robo-advisor, Betterment is staking its place among firms going up against industry stalwarts ...

With a growing share of financial advisors nearing retirement, succession planning has become a major challenge for the industry. More ...

A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. ...

For advisors hoping their practice will be bought by a larger firm, sheer talent is no longer enough.Processing ContentRIA acquirers ...

In the "practice management for financial planners" class I teach at Texas A&M University, I recently asked how many students ...

Ask most wealth management firms about the foundation of their practice and you'll hear some version of the term "philosophy." ...