Three industry leaders say the term has become marketing noise — and explain the specific questions advisors must ask before ...

Behind every self-directed retirement plan are two critical entities: the plan administrator and the plan custodian. Each has a distinct role with its own set of functions. Every individual retirement ...

Starting an RIA isn't just about managing a client's money. Think of it as taking a seed, nurturing it and growing it into a thriving business. As such, perhaps the most significant decision is which ...

In 2019, Charles Schwab announced its acquisition of TD Ameritrade, setting off a lengthy, often criticized integration process with TD’s RIA custody business. The conversion of TD advisors to the new ...