Learn how independent financial advisors operate.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

You might want to work with a financial advisor because you want help with investments, insurance, or other planning. Large companies often employ financial advisors, but you can also work with an ...

An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow ...

If you’re searching for a financial advisor, you may have come across independent financial advisors. Some people might think these independent advisors are better than working with those from large ...

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 ...

Friends, family, and even social media can offer great advice about relationships, car maintenance, mac ‘n’ cheese recipes—a variety of topics, really. But when it comes to financial planning … it’s ...

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 ...

Stifel and Commonwealth ranked highest among employee advisers and independent advisers, respectively. Stifel Financial Corp. ranked highest in overall satisfaction among employee advisers, while ...

DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes independent financial advisor ...

Avantax reports robust recruiting in 2024 as independent financial advisors and tax professionals want to offer clients comprehensive, tax-intelligent financial planning and wealth management DALLAS-- ...

Should AI be your financial advisor in 2026? Experts offer opinions - ‘AI can be a great co-pilot in 2026, but a risky captain,” ChatGPT noted ...