A registered investment advisor (RIA) is an individual financial advisor or advisory firm that gives investment advice to ...

Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. Our 2025 mega ...

Three industry leaders say the term has become marketing noise — and explain the specific questions advisors must ask before ...

This story is the first in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Check back weekly for the next story, or find it by following ...

This is the seventh installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following ...

Goldman Sachs is still new among RIA custodians, but the brand name helps some advisors with the move to independence, ...

CWS Financial Advisors, which dates back to 1983, will join the Aspen platform while maintaining its fee-only, RIA structure, ...

Vinnie Maliakkal managed $1.4 billion at Charles Schwab for 11 years before joining the AI-native wealth management platform ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...