Learn how independent financial advisors operate.

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets ...

The independent financial advice industry is maturing fast. The number of registered investment advisor, or RIA, firms more than doubled from 2000 to 2024, from 6,949 to 15,870, according to the ...

Clearly more and more families are entrusting independent advisors to manage their assets. But how does one choose between countless firms? It’s one thing to choose an advisor who works for a global ...

Many independent teams of financial advisors are growing significantly, but a new study reveals at least three specific factors that separate the fastest and slowest expanding firms. The charts below ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Scientists regard the idea that humans use only 10% of our brains as a popular myth, and "Seinfeld" fans know that electronic organizers had far more uses than simply calculating tips. Processing ...

In 2025, roughly 10% of financial advisors are expected to transition their practices, either by consolidating or switching firms. This increase in advisor movement and M&A activity makes it paramount ...