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RIA Data Center

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

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What's driving volatility and what's ahead?

Will there be another rate hike? How could it impact markets in 2019. Ed Rosenberg of American Century breaks it down and has all the answers.

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Robert Moore, Cetera CEO, stepping down for health reasons

Chairman Ben Brigeman will serve as interim chief executive while a search for a permanent CEO is conducted.

The AMT is no longer a problem for many clients

With income thresholds higher and a lower SALT deduction after tax reform, the AMT will realistically only apply to wealthy Americans with out-of-the-ordinary tax events.

Cetera, other broker-dealers refuse to sign Ohio National contracts

Advisers wonder what the lack of a formal brokerage agreement means from a regulatory standpoint.

10 millennials making their mark in Washington — and beyond

These next-generation leaders are raising their voices and gaining influence over financial advice regulation and legislation.

Warburg Pincus among private equity managers interested in acquiring Kestra Financial

Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.

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