Learn how independent financial advisors operate.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

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

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 ...

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets ...

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 ...

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 ...

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 ...

Samyr Laine, managing partner at venture capital firm Freedom Trail Capital, also pointed to AI’s speed as a benefit. Also, ...

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 ...