Independent advisors

The fintech firm says use of the loans grew 10% last year among its client base.

In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.

The two companies have deep ties and are now formalizing the bond.

The custodian is introducing a subscription fee and zero-commission model for advisors.

CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.

There comes a point when advisors must decide how much to scale. Here's a guide.

Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

Advisors say they have concerns about an upcoming recession, according to a new survey.

The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.