Independent advisors

From retirement and inflation to Putin and the best corporate desk toys, we have the details.

While the chances of scrutiny are relatively low, these issues can put a wealthy taxpayer on the agency’s radar.

Incentives given to commercial bankers to work with and refer business to wealth managers are critical.

Skience’s Marc Butler shares four tips for broker-dealers that want to stay independent.

Valuations are growing, but not as quickly. Brand is key. Size matters.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.

But a recruiting expert says advisor independence comes with its own set of challenges.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.