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 ...

Former Envestnet executives John Phoenix and Jay Hummel have launched Uniting Wealth Partners (UWP), a new RIA aggregator that will be majority-owned by advisors to challenge the existing roll-up ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe ...

RIA Advisors CIO Lance Roberts explains how 'extremely negative' sentiment is weighing on the stock market on 'Making Money.' Comedian Matt Friend stuns 'Fox & Friends' with impressions of Trump ...

"If you increase demand, without a subsequent increase in supply, inflation is the result," Lance Roberts, chief investment strategist and economist at RIA Advisors, told Newsweek. Roberts added ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Conversely, Lance Roberts, chief investment strategist and economist at RIA Advisors, told Newsweek it will have some impact, though not to the extent of previous stimulus checks. "While the ...

Registered investment advisor consolidators have more than doubled their advisor headcount and asset market share in the last five years, and in doing so are redefining the wealth market ...