The startup's latest hire is responsible for convincing RIAs to partner with Facet.

High-growth firms are focused less on profits and referrals, and more on technology training, incentivizing client-facing employees and diversifying their businesses, according to Dimensional Fund Advisors' RIA benchmarking study.

Advisors will see a 45% lower transaction charge for some funds.

Kansas-based Driven Wealth Strategies cited technology and services as two of the driving factors in its decision to move.

Chris Moynes has a simple mantra for his NHL player clients: “Don’t go broke.’’

A new report from Dimensional Fund Advisors suggests fund managers who try to "outguess" market prices tend to have significant cost barriers.

The practices, with a combined $245 million in client assets, chose to join Securities America rather than transition to Woodbury following a recruiting deal with their b/d’s parent company.