The median client size at experience-centric firms is $1 million, nearly double the amount at others.

San Francisco State University received millions in Ripple's XRP for its business school but faced challenges converting to dollars.

The Lightyear Capital-backed firm will buy the Wiley Group, as it continues its bid to become a nationally branded RIA.

Massachusetts' securities division wants to require advisory firms to present a stand-alone fee table to clients.

Advisors guiding clients investing for the long term may need to start factoring in climate-related risks.

Globally, just 28 percent of the wealthy’s children move their assets when they receive their inheritance.  

LifeYield continues to expand its relationships with wealth management firms, the latest being Mercer Advisors, an RIA with $15 billion in client assets.

United Capital is bringing in hundreds of millions in assets and a baker's dozen in new personnel.

St. Louis-based Syntegra Private Wealth Group, with $459 million in assets, will join Arbor Point, the IBD's second multicustodial corporate RIA.

Marketing technology firm Snappy Kraken and CRM-provider Redtail announce a new integration for advisors.