Independent advisors

New financial planning software tool aims to meet the needs of clients with $25 million and up.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

In a sweep of changes, the custodian is embracing an open architecture technology platform.

It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.

The restructuring comes as a competitor enters wealth management data aggregation.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.

The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.