For these financial advisors, finding partners and establishing niches proved invaluable, but they still say there were some ...
You might think this would be the case, but the reality is not quite so black and white. Independent financial advisors have a lot to offer, but so, too, do advisors who work for larger financial ...
An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow ...
Choosing which broker-dealer to affiliate with is one of the biggest decisions you'll make as an independent financial advisor. The right broker-dealer will provide the technology, platforms and ...
The independent financial advice industry is maturing fast. The number of registered investment advisor, or RIA, firms more than doubled from 2000 to 2024, from 6,949 to 15,870, according to the ...
Friends, family, and even social media can offer great advice about relationships, car maintenance, mac ‘n’ cheese recipes—a ...
Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, ...
Independent Financial Group, a privately held, independent wealth management provider based in San Diego, has made four recent appointments to position itself for future growth, the 600-rep firm said ...
LPL has taken a minority stake in the $40 billion RIA and OSJ Private Advisor Group, continuing a string of moves from broker ...
After being diagnosed with a brain tumor, fighting in arbitration with a fellow advisor and their employer, Commonwealth Financial Network, and winning a $175,000 defamation award from the brokerage, ...
Financial advisors are compensated differently depending on how their business is structured. There are W2 employee advisors, 1099 self-employed advisors, and those that own their own firms or are ...