This is 'a big warning sign' you should find a new financial adviser for 2026

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

7 signs you need a financial adviser in 2026

Learn more Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit ...

What Is an Independent Financial Advisor?

Learn how independent financial advisors operate.

3 of the Top Flat‑Fee Financial Advisors: Well-Known Fiduciary Firms to Consider

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Kirk Badii Appointed to Independent Financial Group's President's Advisory Council

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

Think your financial advisor has your back? These 5 red flags say otherwise

A good financial advisor can help you grow your wealth, but the wrong one will charge high fees and promise big returns but deliver little to you.

Fortis Capital Advisors Named to Newsweek's America's Top Financial Advisory Firms for 2026

NEW YORK, Jan. 7, 2026 /PRNewswire/ -- Fortis Capital Advisors today announced it has been named to Newsweek's America's Top Financial Advisory Firms for 2026, a recognition highlighting the firm's ...

Financial advisers want $5K to do my Roth conversions. Will they really help me avoid tax?

I am a 66-year-old married man with a substantial balance – $1 million-plus — in my IRA. Last year, I started to convert to a Roth by doing a modest Roth conversion.

9 Ways AI Transforms Financial Advisory Services

Discover nine essential ways AI helps financial advisors enhance client services, optimize portfolios, assess risks, and streamline operations effectively.