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 ...

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 ...

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 ...

Flourish, a tech platform for advisors, has acquired Sora Financial, an AI-driven limited liability platform for advisors.

For decades, the world of mergers and acquisitions (M&A) has been characterized by complexity, speed, and secrecy. In this fast-moving environment, having access to accurate and timely deal data can ...

LinePoint Partners & Co., founded in 2024, is a platform designed for ... set up their own firms to work as independent contractors. Again, these affiliated advisors will continue to own 100% ...

Record-Breaking Growth at XYPN Signals Surging Demand for Fee-Only Fiduciary Advice BOZEMAN, MT / ACCESS Newswire / March 27, ...

Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to tap your network for warm intros, or trawl ...