The decision by the Luminous team to leave First Republic could have far-reaching repercussions for the entire advice industry.
James Crowley says the custodian is focusing on IT improvements and enhancing the client experience.
Some observers say the language waters down the fiduciary standard, while others say the word choice is inconsequential.
The custodian's RIA clients will get discounted origination fees as part of the alliance with Merchant Investment Management
Wendy Hartman also joins the board of Buckingham Strategic Wealth, a firm that already has women in 40% of client-facing roles.
If brokers are not dually registered as advisers but use the term, they could run into trouble under new rule.
'Freedom Note' allows advisers to repay debt through percentage of revenue.
AGW Capital Advisors doubles down on its fiduciary responsibility as a business development strategy
To sustain their growth trajectory, RIAs will need customizable tools to express their vision and value proposition.
Quantifying news reports about Trump can help predict where markets are heading.
Women breakaways share a common thread: They feel the fear and do it anyway. But why?
The four advisers are setting up two separate RIAs.
5 steps to make the goal as helpful and painless as possible.
To help attract, motivate and retain employees, advisers are giving them a stake in the business and laying the foundation for a succession plan.
States where fee-only RIAs are headquartered, ranked by total assets
$1 billion+ fee-only RIAs ranked by year-over-year growth in total assets.
Ranked by total assets under management
The regulation can't mirror the SEC's advice rule, but could borrow many of its key concepts.
The self-help guru is a board member and 30% owner of America's Best 401(k) Company.
Monica Foy said playing the game in person is a lot different than playing at home, where you can just 'blurt out the answer.'
