Independent advisors

At our firm, we’ve accepted that the way people work and the environments in which they work have changed for the long haul, and we have taken a hybrid approach to returning to the office.

From pay and perks to avoiding burnout, this is what advisors want, according to an Arizent research report.

Even stodgy Wall Street brokerages are loosening up as they try to win the war for talent.

The benchmarking product can compare advisors to peers, but experts say that users should keep their personal goals top of mind.

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.

As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.

The 15-year veteran advisor explains how she identified and built her practice’s base of clients.

Consolidation, an aging broker workforce, pivots by advisors away from Wall Street wirehouses and a move to fee-based services are driving the slow but steady trend.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

The wealthtech’s strategy is backed by a survey on what fundamentally drives financial advisors and their clients.

At the IMPACT 2021 conference, CEO Walt Bettinger and head of advisor services Bernie Clark shared plans to grow the firm’s market share of independent advisors.