Independent advisors

The practice opted for USA Financial after Jackson National sold National Planning's assets.

CEO Jim Cracchiolo reported record client assets and a sharpened focus under the fiduciary rule.

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

State administrators find reason for scrutiny in advisors’ increasing use of flat fees.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

IHT Wealth Management now has $2.4 billion in client assets.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.

Clients are looking to be reassured about the security of their data.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”