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The Adviser Center

RIA sellers might be rushing in ahead of market turmoil

Latest research from DeVoe & Co. shows a first-quarter spike in activity.

UBS is recruiting less and paying its brokers more

The wirehouse reduced recruitment loans 20% and increased bonus loans 68% in the first quarter.

Raymond James, on a recruiting roll, looks for an acquisition in the West

CEO says its acquisition of Alex. Brown has helped the firm recruit advisers with wealthy clients, but that it hasn't found a similar company to buy on the West Coast.

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    Company Spotlight

    Edward Jones

    A leader in the financial services industry and one of the industry's largest partnerships, Edward Jones serves nearly 7 million clients. Their unique business model, free from demands of shareholders, gives their more than 14,000 Financial Advisors the ability to put the interests of clients first. Learn More »

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    RIA Data Center

    1Financial Engines Advisors$138,000,000,000
    2Fisher Investments$71,789,691,574
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    5Aperio Group$15,619,552,133
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    Advisers on the Move

    Featured video

    Events

    How are financial services reacting to 'Times Up?'

    There is much left to be done to reach full equality, say Estee Jimerson of Envestnt, but things are improving.

    Latest news & opinion

    Morningstar evolving well beyond its origins analyzing mutual funds

    Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.

    Focus Financial IPO could be a sell signal for RIAs

    The $100 million stock offering will fine-tune RIA valuations.

    Ex-Edward Jones broker sues former firm, alleging racial bias

    Complaint alleges the firm's policies limit African-Americans' 'income and advancement opportunities'

    Piwowar defends SEC's best-interest rule

    SEC commissioner says the Department of Labor rule set up an 'unworkable, impossible set of standards for people to comply with.'

    RIA in a Box acquired by private equity firm Aquiline Capital

    New owners plan more growth for the software service provider.

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