For these financial advisors, finding partners and establishing niches proved invaluable, but they still say there were some ...

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

In a world where advisor transitions from the wirehouses seem to dominate the headlines, there’s a steady stream of independent advisor movement taking place in the background. One might think that ...

LPL has taken a minority stake in the $40 billion RIA and OSJ Private Advisor Group, continuing a string of moves from broker ...

Mariner, a national financial services firm, is reaffirming its strategic commitment to the independent advisor channel with the continued expansion of Mariner Independent, the firm’s supported ...

Visionary thinking, emotional intelligence, and technology fluency rise as critical traits for the next generation of RIAs. Schwab Advisor Services today released its 2025 Independent Advisor Outlook ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

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, ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

Brad Losson steps into key leadership role as Schwab emphasizes continuity and support for independent advisors.