RIAs

Independent Financial Partners aspires to be a “very, very small agent for change.”

It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.

Shoehorning them into certain categories can lead to bias and crimp firm growth.

CEO Walt Bettinger says advisors tell him they aren’t worried about the new pricing model.

The switch is the latest in a series of billion-dollar moves so far this year.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

The move will merge capital-markets teams across wealth management and the investment bank in the U.S.

"High-achieving" advisors on social media can increase assets by 10%.