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  • Dec 18, 2014

    The Daily Brief: What's Your Succession Plan?

    The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business....More
  • Dec 4, 2014

    The Independent Life

    The path to independence is increasingly well worn, but the destination is not the same. A rise in hybrid advisors—as well as traditional brokerages now offering financial planning services—is blurring the lines between what once were defined advisory channels.
  • Nov 4, 2014
    data table

    Top 100 RIAs 2014  

    REP.'s Top 100 RIA list was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management....More Poll

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