Learn how independent financial advisors operate.

Kirk Badii, Managing Partner of Badii Group Private Wealth Management, has been appointed to Independent Financial Group's ...

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

You might want to work with a financial advisor because you want help with investments, insurance, or other planning. Large companies often employ financial advisors, but you can also work with an ...

Choosing which broker-dealer to affiliate with is one of the biggest decisions you'll make as an independent financial advisor. The right broker-dealer will provide the technology, platforms and ...

In the increasingly crowded financial advisory space, technical competence and market acumen are no longer enough. Today’s clients expect more – and they’re vocal about what makes a financial advisor ...

A dozen years after launching her independent RIA, financial advisor Zaneilia Harris is glad she made the decision to drop any brokerage affiliation. “A lot of opportunities opened up that I just wasn ...

This article details how to pick the best financial advisor for you to prepare for retirement or handle other financial planning needs.

Samyr Laine, managing partner at venture capital firm Freedom Trail Capital, also pointed to AI’s speed as a benefit. Also, ...

Financial advisors and wealth management professionals widely agree that they want to be independent, but they disagree on the meaning of that word. "If you look at the traditional brokerage world, ...

Sophie Venz is a former Deputy Editor at Forbes Advisor. She is an experienced editor and features reporter, and has previously worked in the small business and start-up reporting space. Previously ...

Explore the pros and cons of large and boutique financial firms to find which suits your advisor career best—support and training, or autonomy and client focus.