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The Adviser Center

Increasing the number of women advisers an uphill climb

Theories abound, but little agreement on why it's so difficult to get more females into the adviser workforce.

The financial adviser evolution is underway

Here are 4 anchors and 4 engines that will turbocharge your business in 2018.

Slower second half doesn't derail record pace of RIA acquisitions

Echelon Partners expects 202 deals in 2018; average deal size could top $1.4 billion.

    Make your move

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    Cetera Advisors

    Denver, CO

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    RIA Data Center

    1Financial Engines Advisors$138,000,000,000
    2Fisher Investments$71,789,691,574
    3Chevy Chase Trust Company$25,528,177,638
    4Edelman Financial Services, LLC$17,783,062,724
    5Aperio Group$15,619,552,133
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    Advisers on the Move

    Featured video


    Why some retirement plan advisers think Fidelity is invading their turf

    InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.

    Latest news & opinion

    Galvin's DOL fiduciary rule enforcement triggers industry plea for court decision

    Plaintiffs warned the Fifth Circuit that Massachusetts' move against Scottrade signaled that the partially implemented regulation can raise costs for financial firms.

    Social Security underpaid 82% of dually entitled widows and widowers

    Agency failed to tell survivors that they could switch to a higher retirement benefit later.

    Is Fidelity competing with retirement plan advisers?

    As the Boston-based mutual fund giant expands the products and services it brings to the retirement market, some financial advisers say the firm is encroaching on their turf.

    Gun violence hits investment strategies, sparks political debates with advisers

    Screening out weapons companies has limited downside.

    Whistleblower said to collect $30 million in JPMorgan case

    The bank did not properly disclose that it was steering asset-management customers into investments that would be profitable for JPMorgan Chase.


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