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

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

Is it best to work with an advisor who’s independent or part of a large firm? I am not investment savvy and I’m entering retirement. I need to make sure I hire someone or a firm that is going to help ...

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

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' ...

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 ...

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 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 ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Clearly more and more families are entrusting independent advisors to manage ...

Raymond James is reinforcing its appeal as a destination for independent advisors with a new advisory practice financing option. The firm's equity financing option, unveiled Monday, is designed to ...

In the recruiting world, part of our job as consultants is to play therapist. Advisors call us not just to talk about strategy but to vent about the pain points that keep them up at night—whether that ...

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 | ...