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

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 ...

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

The real risk to advisors isn’t technology replacing them. It’s technology enabling their competitors to spend more time on what really matters. Owning time is the new wealth. Advisors don’t run out ...

Learn how independent financial advisors operate, how they differ from advisors tied to firms and whether their model benefits your financial planning Written By Written by Staff Money Writer, WSJ | ...

“We’re honored that Financial Advisor continues to recognize Northwestern Mutual as one of the nation’s leading independent broker-dealers, and proud that our value proposition continues to resonate ...

Advisor360°, which provides integrated technology for wealth management firms, has launched Tandem, its first customer relationship management (CRM) tool targeted specifically for independent ...

Ameriprise is aggressively courting top advisors from Commonwealth Financial Network in what’s shaping up to be a high-stakes recruiting battle following independent-broker dealer behemoth LPL's $2.7 ...

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

Barron's 2025 annual ranking of the top 100 financial planning advisors. The ranking reflects the volume of assets overseen, revenues generated for the firms and the quality of the wealth advisors' ...

Long-time industry innovator will be responsible for driving the firm's multi-year growth initiatives and shaping the development of distinctive services that enhance client value. SAN DIEGO, Sept. 3, ...

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 ...