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From collecting autographs to advising LGBTs ?

Entrepreneur from a young age created a financial planning niche in high demand.

United Capital's new CIO has had an 'unlikely' career path

Kara Murphy never thought she'd end up on Wall Street ? or be in one of the World Trade Center towers on 9/11.

Teamwork makes the dream work at Pimco

Four years after the ousting of Bill Gross, the firm's total assets have increased by $300 billion.

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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$169,000,000,000
    2Fisher Investments$96,031,566,281
    3Hall Capital Partners$36,391,944,531
    4Chevy Chase Trust Company$29,990,558,415
    5Aperio Group$23,817,171,327
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    1Financial Engines Advisors$169,000,000,000
    2Fisher Investments$96,031,566,281
    3Chevy Chase Trust Company$29,990,558,415
    4Aperio Group$23,817,171,327
    5Edelman Financial Services, LLC$21,729,061,354
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    Advisers on the Move

    Featured video

    Events

    Retirement: it's no longer about feeding pigeons from a park bench.

    Today's retiree's expect so much from retirement than previous generations and advisers are in prime position to help their clients what's important and what's not.

    Latest news & opinion

    CFA Institute adding crypto, blockchain to curriculum

    Subjects will be added to its Level I and II coursework for the first time next year.

    Trump tax plan making dividend ETFs hot

    Funds that are seeing inflows largely steer clear of sectors like utilities.

    Wells Fargo Advisors continues to see a decline in brokers

    Company also set aside $114 million over fees for rich clients.

    Morningstar to replace funds in its managed portfolios with nine of its own

    New sub-advised funds, offered exclusively through financial advisers, are intended to lower costs and provide 'greater flexibility.'

    Average client assets top $2 million for first time

    Charles Schwab's latest RIA Benchmarking Study reports organic growth is driving increased AUM and revenues.

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