Choosing which broker-dealer to affiliate with is one of the biggest decisions you'll make as an independent financial advisor. The right broker-dealer will provide the technology, platforms and ...

While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging.

A former UBS registered investment advisor has left the firm to start her own RIA in partnership with support platform ...

The automated platform is going to create and manage ... to become less and less relevant across all ages for independent financial advisors with consistent internet access. Some clients and ...

On Thursday, September 5th, the winners of the 10th Annual Wealth Management Industry Awards will be announced on stage during the Awards Evening Gala.

The RIA platform has welcomed two new advisor firm additions, including a Northeast US expansion with two upstate New York ...

“We are also focused on onboarding more independent advisors as we continue building ... “The technology platform continues to improve at FiNet, albeit slowly,” the source added.

Financial advisor Ronnie Sansom, CFP®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from ...

In addition, the platform suggests optimal channels ... The company initially targeted independent financial advisors because the co-founders observed they had fewer resources compared to advisors ...