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 ...

If advisors could be shown the same deference and respect as physicians, that would be a great victory. Think about it. People see their family doctor on a regular basis. They hand over their co-pay ...

The independent RIA community is evolving rapidly, with firms prioritizing leadership development, technology adoption, and deeper client relationships. That’s according to Charles Schwab’s 2025 ...

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, ...

Avantax reports robust recruiting in 2024 as independent financial advisors and tax professionals want to offer clients comprehensive, tax-intelligent financial planning and wealth management DALLAS-- ...

Ameriprise Financial, Inc. (NYSE: AMP) today announced that 20 of the firm’s financial advisors have been recognized on Barron’s “Top 100 Independent Financial Advisors” ranking. Each year, Barron’s ...