Author: narayan

Leaders of the popular XY Planning Network announced several new member benefits at its 11th annual conference opener that are

EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor with $36 billion in assets under management as of June

New research from Cerulli Associates shows launching custom models for the independent RIA channel is among the top priorities for

A $1.1 billion Michigan-based six-person team is joining RBC Wealth Management from UBS, a move that comes on the heels

The financial advisory landscape has evolved dramatically, yet many firms still market like it’s 2010. The result? A widening growth

LPL Financial has won a 10-person team managing about $1.3 billion in client assets to its hybrid registered investment advisor

RIAs are lagging behind wirehouses in their adoption of alternative investments for clients, according to survey results released by research

Some advisors break away once in their careers. John Krambeer has done it twice, each time building a multi-billion-dollar RIA. That

Subscription-based planning firm Facet has added tax preparation and filing to its flat-fee membership plans. Facet has white-labeled technology from

With the passage of the One Big Beautiful Bill Act (OBBBA), an important change is coming to the estate tax