Learn how independent financial advisors operate.

You might want to work with a financial advisor because you want help with investments, insurance, or other planning. Large companies often employ financial advisors, but you can also work with an ...

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 ...

Many independent teams of financial advisors are growing significantly, but a new study reveals at least three specific factors that separate the fastest and slowest expanding firms. The charts below ...

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, ...

For the first time, the combined client assets involved with the 10 largest moves and M&A deals in the independent brokerage channel of wealth management have surpassed $1 trillion. Financial Planning ...

Explore the pros and cons of large and boutique financial firms to find which suits your advisor career best—support and training, or autonomy and client focus.

Flat‑fee financial advisors offer transparent pricing and predictable costs.

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