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 ...

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 ...

The wealth management industry is experiencing significant change—akin to a tectonic shift—in how we define ourselves. The value of professional advice has become increasingly evident. In fact, over ...

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 ...

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 ...

The new head of Mariner Wealth Advisors’ independent advisor division said the firm is working to strengthen its engagement with affiliate advisors, which includes hiring a liaison focused on ...

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To help support independent financial advisors, bipartisan legislation was introduced that seeks to remove “outdated regulatory barriers” that penalize them for operating as a small business.

While there's already been so much said – and by all accounts, not enough done – about the shortage of advisor talent in the US wealth industry, Raymond James is helping advisors in its independent ...

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to representing larger brokerages Written By Written by Staff Money Writer, WSJ | ...