Whether you’re an Investment Advisor Representative at an RIA firm or an Individual RIA, you should be familiar with the top RIA custodians. As of this writing, the “big four” RIA custodians (in no ...

Every RIA owner will at some point need to transition their business, whether through internal succession, a sale of the business or otherwise. If the transition could be via a sale, the day to start ...

For the first time, a registered investment advisory firm requires at least $10 billion in assets under management to make the list of the 20 largest fee-only firms in the U.S. In fact, Chicago-based ...

A new year brings new opportunities, and in the registered investment advisor space, opportunities abound. Lisa Salvi, managing director of advisor services, business consulting and education at ...