More in RIAs

  • Feb 27, 2015
    The Daily Brief

    A Promising Future for RCAP?

    Can Nicholas Schorsch's company continue to thrive even in the wake of his departure and accounting errors at its sister company? One outside investor makes the case it can....More
  • Feb 25, 2015

    Secrets to Managing Multiple Offices

    Employee travel and open communications are key drivers to sustaining a business with multiple offices long-term....More
  • Feb 24, 2015

    The Finserv Symphony

    A consortium of 15 financial services firms have poured $66 million into software company, Symphony, which is developing secure messaging, chat and email capabilities...More
  • Feb 23, 2015

    Not So Equal Pay

    Based on the Current Population Survey from the Bureau of Labor Statistics, women working as personal financial advisors earned 61.3 percent of what their male counterparts earned in 2014....More
  • Feb 11, 2015

    Increased RIA Marketshare Comes at the Expense of the Wirehouses

    New data from Cerulli Associates found that RIA firms are increasing their marketshare of the advisory space at the expense of wirehouse firms....More
  • Feb 9, 2015

    RIA M&A Activity Hits Record-Breaking Pace

    DeVoe & Company estimates $29.5 billion in client assets changed hands in January, more than half the total transacted throughout 2014....More
  • Jan 22, 2015

    Edelman Hires CFO as COO

    Ric Edelman, founder of Edelman Financial, has found a new COO, starting the process of replacing himself at the helm of the RIA. Edelman has moved CFO Rene Chaze to the newly created COO role....More

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