News, analysis and opinions on RIAs.

Bernie Clark

Increased Competition, DOL Can't Shake Advisor Optimism

  • RIAs
    Oct 14, 2016
    data table

    Top 100 Retail RIAs of 2016

    WealthManagement.com’s “Top 100 Retail RIAs of 2016” ranking was assembled using data from Discovery Data. RIA firms are ranked by the total assets under management reported on Form ADV. To make this list, firms had to be U.S.-based and serve individual investors as their primary business....More
  • businessman dollar coin
    Oct 10, 2016

    Client-Focused FAs More Profitable Than Investment Managers

    Advisors who spend more of their time on asset gathering and retention activities tend to have higher AUM growth rates and revenue growth than those focused on investment management, according to a new study conducted by FP Transitions and published by SEI....More
  • Oct 5, 2016
    The Daily Brief

    Social Security Surprise

    Retired women surprised by their financial situations, XML Financial Group leaves LPL and car payments are killing America's wealth....More
  • Sep 28, 2016
    The Daily Brief

    New Robo Targets Muslim Investors

    Robo advisor targets Muslim investors, Envestnet Institute adds colleges and Concert advisors join Sowell Management Services....More

Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×