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 | ...

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 ...

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 ...

In a world where advisor transitions from the wirehouses seem to dominate the headlines, there’s a steady stream of independent advisor movement taking place in the background. One might think that ...

Independent financial advisors are facing a pivotal moment as they seek to balance growth ambitions with the realities of a shifting market, according to a new study from Wells Fargo Advisors ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Clearly more and more families are entrusting independent advisors to manage ...

Barron's 2025 annual ranking of the top 100 financial planning advisors. The ranking reflects the volume of assets overseen, revenues generated for the firms and the quality of the wealth advisors' ...

LPL has taken a minority stake in the $40 billion RIA and OSJ Private Advisor Group, continuing a string of moves from broker ...

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. But experts in ...

An independent financial advisor isn’t affiliated with a big investment firm. Instead, they run their own businesses or work for an independent firm. Independent advisors often have fewer conflicts of ...