Independent advisors

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.

But a recruiting expert says advisor independence comes with its own set of challenges.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.

As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.

The 15-year veteran advisor explains how she identified and built her practice’s base of clients.

Consolidation, an aging broker workforce, pivots by advisors away from Wall Street wirehouses and a move to fee-based services are driving the slow but steady trend.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

The wealthtech’s strategy is backed by a survey on what fundamentally drives financial advisors and their clients.