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 ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, 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 ...

What Is a Financial Consultant? A financial consultant provides professional services that help individuals and businesses make wise financial decisions. They often do this by converting complex ...

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 ...

Explore key differences between financial analysts and consultants, including roles, income potential, work-life balance, and ...

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, ...

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

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 ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

Independent Financial Partners (IFP) has added a five-advisor team overseeing more than $700 million in client assets from Commonwealth Financial Network, with CenterBridge Planning Group joining the ...