RIAs are divided on advice-only flat fee structures
Financial planners have long relied on assets under management (AUM) fees as the foundation of their businesses. But as more ...
Thursday, January 22, 2026
Tag: RIAs
How RIAs can launch M&A strategies
This is the 25th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a ...
How RIAs can land their first high net worth client
This is the 24th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a ...
Shutdown hits breakaway advisors starting RIAs
With the federal government shutdown moving into its fourth week, compliance experts and industry lawyers say it's derailing breakaway advisors' ...
Why RIAs fire a client or turn new business away
This is the 23rd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a ...
RIAs divided by tax prep service offerings
As RIAs look to expand wallet share and attract clients, holistic services like tax planning and preparation have emerged as ...
Alternative Investment Due Diligence For RIAs: A Framework For Compliantly Evaluating Private Funds
For financial advisors bound by a fiduciary duty, acting in the client's best interest goes beyond avoiding conflicts of interest: ...
How RIAs use LinkedIn and other social media
This is the 21st installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a ...
CFP Board conference explores multigenerational RIAs
Financial advisors can guide clients' families toward their dreams, but they must first understand their role in driving difficult conversations ...
SmartAsset study explores RIAs with $1B in client assets
The registered investment advisory firm milestone of reaching $1 billion in assets under management holds cachet for many financial advisors, ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.