Learn how independent financial advisors operate.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets ...

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 ...

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 ...

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 ...

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 ...

SOUTHLAKE, Texas, Dec. 26, 2025 /PRNewswire/ -- Kirk Badii, founder of Badii Group Private Wealth Management, has been recognized as a 2025 5-Star Independent Advisor by InvestmentNews, a distinction ...

DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes independent financial advisor ...

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-- ...

Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with approximately $9 billion in assets under management. Equitable Holdings Inc.

Samyr Laine, managing partner at venture capital firm Freedom Trail Capital, also pointed to AI’s speed as a benefit. Also, ...