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Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.

Advisor consultants say it's time to do a tech gut check as new technology is bloating firms into paying for costly and often unnecessary tech stacks.

Cadaret Grant agreed to fines to clear up allegations that it had failed to disclose conflicts with costly mutual funds and sweeps accounts.

July has historically been a strong month for ETF inflows, and this year was no exception.

Clint Walters is chairman and CEO of First Security Bank of Beaumont, Texas, and Beaver, Oklahoma. Before joining First Security, he was a senior executive with Mobiloil Credit Union, which has since rebranded as Rave Financial.

Generation Z is hungry for authentic financial advice to guide them into the future, but planners must first form a 3D view of the challenges the cohort faces.

Greg D. Adams is senior vice president and chief financial officer at American Management Association International. He is the author of Green Shade$: Accountants Aren't Supposed to Die This Way, available on Amazon.

The trio of financial advisors cited the needs of ensemble advisory practices, succession resources and the option to convert to a hybrid RIA model someday.

Freshly split from Raymond James, a new hybrid RIA plans a multiphase transition that will culminate in over $3B in AUM.