Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to representing larger brokerages Written By Written by Staff Money Writer, WSJ | ...

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 ...

In the increasingly crowded financial advisory space, technical competence and market acumen are no longer enough. Today’s clients expect more – and they’re vocal about what makes a financial advisor ...

If you’ve ever inquired about receiving financial guidance or help to set goals for your future and wealth, you’ve likely come across someone with a certification called a certified financial planner, ...

The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the "great headlines" about wealth management firms tapping AI, according to Ritik ...

The largest independent brokerages reaped the benefits of rising asset values and consolidation last year. Those trends drove some small but notable changes among the 15 biggest firms in the channel, ...

Mass affluent leaving brokers, making indie advisers their top choice, Spectrem finds After a year in which many investors lost substantial chunks of their wealth, mass affluent individuals are ...

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, ...

DALLAS--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent ...

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

An independent financial advisor isn’t affiliated with a big investment firm. Instead, they run their own businesses or work for an independent firm. Independent advisors often have fewer conflicts of ...