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 ...

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

Robo advisors appeared on the financial advising scene roughly 15 years ago to offer fee-conscious individuals access to well-crafted investment portfolios. In U.S. News' ranking of the best robo ...

Two veterans of the family office space have launched a Los Angeles firm that advisors in the space can affiliate with to run independent practices serving wealthy clients. LinePoint Partners & Co ...

Dynasty Financial Partners, a wealth-tech platform for financial advisors, has entered a custody deal with Goldman Sachs. The ...

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 ...

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 ...

The world of investments is rewarding but complex. 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.