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 firms have a big incentive to keep client assets on their platforms ... in independent advisory firms and let them work as employees of the Kestra holding company. Many advisors want to ...

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 ...

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 ...

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, ...

To find your way and make the right decisions as an investor, you need to have extensive financial knowledge or assistance from a financial advisor. An independent financial advisor ensures that ...