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3 big themes for RIAs in 2020
NEWS OPINION JAN 17, 2020
3 big themes for RIAs in 2020

David Canter of Fidelity talks about where the independent adviser is heading as we embark on a new decade

2020 adviser outlook: Focus on managing client expectations
NEWS INDUSTRY NEWS JAN 17, 2020
2020 adviser outlook: Focus on managing client expectations

Don't be worried about an imminent recession, says Joan Valenti of Valenti Wealth Management

Active equity funds bled $41.4 billion in 2019: Morningstar
INVESTING MUTUAL FUNDS JAN 17, 2020
Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion

OSJ managing $260 million switches to LPL from Sagepoint
NEWS RIAS JAN 16, 2020
OSJ managing $260 million switches to LPL from Sagepoint

Mike Sisco forms Paradigm Wealth Partners, based in Des Moines, Iowa

Miracle Mile Advisors hires team from Payden & Rygel
NEWS RIAS JAN 16, 2020
Miracle Mile Advisors hires team from Payden & Rygel

Trio managed $2 billion for small and mid-sized institutions

Advisers continue to increase allocations to ETFs, study finds
INVESTING MUTUAL FUNDS JAN 15, 2020
Advisers continue to increase allocations to ETFs, study finds

RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge

CFP ranks grew by 3.9% in 2019
YOUR PRACTICE PRACTICE MANAGEMENT JAN 15, 2020
CFP ranks grew by 3.9% in 2019

More minority members and women gained certification

Supreme Court returns IBM retirement plan case to lower court
RETIREMENT RETIREMENT PLANNING JAN 15, 2020
Supreme Court returns IBM retirement plan case to lower court

The lawsuit claims plan managers didn’t do enough to protect employees from stock losses

Matt Brinker joins Merchant Investment Management
YOUR PRACTICE PRACTICE MANAGEMENT JAN 14, 2020
Matt Brinker joins Merchant Investment Management

Former United Capital exec will identify future equity partnerships

Cerity Partners acquires $3 billion EMM Wealth
NEWS RIAS JAN 14, 2020
Cerity Partners acquires $3 billion EMM Wealth

The addition of the New York-based RIA brings Cerity's AUM to $26 billion