Celebrating 50 years of empowering independent financial professionals with the scale, innovation, and support to lead ...

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 ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...

The independent financial advice industry is maturing fast. The number of registered investment advisor, or RIA, firms more than doubled from 2000 to 2024, from 6,949 to 15,870, according to the ...

SOUTHLAKE, Texas, Dec. 26, 2025 /PRNewswire/ -- Kirk Badii, founder of Badii Group Private Wealth Management, has been recognized as a 2025 5-Star Independent Advisor by InvestmentNews, a distinction ...

Visionary thinking, emotional intelligence, and technology fluency rise as critical traits for the next generation of RIAs. WESTLAKE, Texas--(BUSINESS WIRE)-- Schwab Advisor Services today released ...

ANN ARBOR, Mich., Nov. 11, 2025 /PRNewswire/ -- Concorde announced today that licensed securities professional Ehud Gersten has joined the firm's broker-dealer, Concorde Investment Services. Gersten ...

Also, Osaic expands in New York as a seasoned advisor joins one of its affiliates, and Wells Fargo hails a $1.3 billion recruitment haul within its FiNet advisor channel.

Local financial planning company Arlington Financial Advisors is celebrating its 15th year in business serving the Santa ...

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 | ...