RIAs

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NEWS RIAS MAY 05, 2013
Savant Capital takes advice online

Advisory firm now offering online version of investment advice available at offices.

NEWS RIAS MAY 05, 2013
RIAs bringing in new money, study finds

NEWS RIAS MAY 05, 2013
UBS should hive off wealth management unit, shareholder says

In a letter to UBS staff and shareholders, Knight Vinke said the bank should split up its investment bank and wealth management units.

NEWS RIAS MAY 03, 2013
UBS listening to shareholders on wealth management split

A powerful shareholder thinks UBS should hive off its investment bank. Given the recent stellar performance of the company's wealth management business, this isn't such a whacky idea.

NEWS RIAS MAY 03, 2013
Richest Olympic cheater of all time? Lance laps the field

Armstrong raked in an estimated $218M from cycling, endorsements; 'like an atomic bomb'

NEWS RIAS MAY 02, 2013
Envestnet nabs Prudential Financial's wealth unit for $30 million

Deal makes Chicago firm tops among turnkey asset management shops.

NEWS RIAS MAY 02, 2013
Revenue split the same for advisers and reps: Survey

New research shows that investment advisers are just as dependent on commissions as wirehouse reps are. Why is this?

NEWS RIAS MAY 02, 2013
SEC seeks to nip new Madoffs in bud

Investor alert raises red flag about custody of assets

NEWS RIAS MAY 02, 2013
Dynasty seals deal with Octagon, a top sports management firm

Company provides financial planning, investment advice and lifestyle services, including bill payment, to athletes and entertainers

NEWS RIAS MAY 02, 2013
National firms driving RIA deals

National firms were on the prowl for RIAs last year. While fewer deals closed, the level of assets changing hands rose sharply.

NEWS RIAS APR 29, 2013
BlackRock forming RIA council

NEWS RIAS APR 28, 2013
Don't ignore family when courting high-net-worth clients

Plenty of growth potential exists in working with the children of high-net-worth clients, allows adviser to see entire asset picture.

NEWS RIAS APR 28, 2013
Why the in-crowd is outsourcing

Top-performing firms more likely to hire third-parties to handle some tech functions

NEWS RIAS APR 25, 2013
Breaking away: $400M Merrill team departs, forms RIA

Suburban St. Louis firm will use Dynasty platform

NEWS RIAS APR 24, 2013
Adviser at the Boston Marathon relives 911 emotions

Adviser cheering his brother on at the Boston Marathon relives 911 emotions.

NEWS RIAS APR 24, 2013
Hybrid advisers may have skewed report on commission business

Head-scratching results could be from research firm's confusing categories.

NEWS RIAS APR 24, 2013
Still wary of advisers, investors using direct retail channel

New data shows that investors are passing up advisers and relying on online retail channels instead. Why is that?

NEWS RIAS APR 24, 2013
Financial planners' group seeks to attract advisers

Recruitment drop has stemmed but average age of association member is 52

NEWS RIAS APR 24, 2013
Fidelity launches new salvo in custodian technology "war'

NEWS RIAS APR 21, 2013
Bibliowicz says goodbye to National Financial Partners

After Madison Dearborn deal, Douglas Hammond takes over.