Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow ...

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 ...

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 ...

Everyone at one time or other dreams of owning their own business. For investment advisors, transitioning to independence can come with advantages, but it also involves specific risks and requirements ...

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, ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. As the closing bell rang on Wall Street in early 2000, tech stocks had reached dizzying ...

The deal brings SouthState Corporation's total assets to roughly $65 billion SouthState Corporation has kicked off 2025 by announcing its acquisition of Independent Bank Group, Inc. on Jan. 1, 2025, ...

Long-time industry innovator will be responsible for driving the firm's multi-year growth initiatives and shaping the development of distinctive services that enhance client value. SAN DIEGO, Sept. 3, ...

Three major organizations representing financial advisors and insurance professionals are urging New Jersey regulators to withdraw or revise a proposed rule that would change how independent ...

Independent Financial Group, a privately held, independent wealth management provider based in San Diego, has made four recent appointments to position itself for future growth, the 600-rep firm said ...

Learn how independent financial advisors operate, how they differ from advisors tied to firms and whether their model benefits your financial planning Written By Written by Staff Money Writer, WSJ | ...