The founder of Palantir, Addepar and Opto Investments discusses working with the government, his new alts investment platform and the complexities of RIAs.

A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.

"If you’re completely adverse to change, you may want to retire real soon.”

Orion Advisor Solutions’ chief behavioral officer explains why advisors should employ “human-first” thinking in their practices at annual Nitrogen conference.

The new marketing campaign uses Nitrogen’s “Risk Numbers” to help advisors drive traffic to its “Risk Assessment Questionnaire” and capture leads.

After a year and a half of high-level upheaval and no reported asset growth, Sanctuary has brought in a 30-year Morgan Stanley vet to lead East Coast expansion.

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

The news of employees being let go at the Chicago-based firm follows reports last week that Orion and advisor tech firm Envestnet also faced layoffs.

Justin Maher agreed to a 12-month suspension for not informing Northwestern Mutual of his involvement in co-founding a crypto asset eventually promoted by Kim Kardashian, Paul Pierce, Floyd Mayweather Jr. and other celebrities.