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' ...

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 ...

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 ...

The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the "great headlines" about wealth management firms tapping AI, according to Ritik ...

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 ...

The largest independent brokerages reaped the benefits of rising asset values and consolidation last year. Those trends drove some small but notable changes among the 15 biggest firms in the channel, ...

GFC Planning is proud to announce that it has officially launched as an independent registered investment advisory firm. Headquartered in Woodbury, MN, GFC Planning provides personalized financial ...

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to representing larger brokerages Written By Written by Staff Money Writer, WSJ | ...