Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this ...

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 ...

For these financial advisors, finding partners and establishing niches proved invaluable, but they still say there were some lean early years.

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 ...

Independent Financial Partners (IFP) has added a five-advisor team overseeing more than $700 million in client assets from Commonwealth Financial Network, with CenterBridge Planning Group joining the ...

December 8, 2025) - Exchange, the premier financial services conference focused on ETFs and wealth professionals, today announced that leaders from Independent Advisor Alliance (IAA), a leading hybrid ...

Is it best to work with an advisor who’s independent or part of a large firm? I am not investment savvy and I’m entering ...

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

Independent financial advisers like Christine Tarran will be busy post-Budget, as people seek help to find the best way to… | ...

Wealth.com has announced a strategic partnership with Independent Advisor Alliance, offering IAA’s network of 225 financial advisors access to its comprehensive estate planning platform. The ...

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) ...