RIA Edge

XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.

RIAs should already be providing more than a portfolio and financial plan, say the heads of Morningstar and Pershing X, but will need to do more to capture trillions of assets expected to transfer in the coming years.

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s...

Mike Durso spoke with Louis Diamond at RIA Edge about leaving Morgan Stanley to launch an RIA with support from Dynasty Financial Partners.

As Advisor Group prepares to roll all advisors into a single brand, teams overseeing a total of $765 million have left for Commonwealth, LaSalle St. and LPL Financial.

Little more than a month ahead of its 10th anniversary, Steward Partners brought together hundreds of advisors in Nashville to share best practices, celebrate victories and hand out jerseys.