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, ...

Equitable will bring Stifel’s 110 advisors to its wealth business, adding heft to its already fastest-growing segment.

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 acquisition accelerates the growth of Equitable’s wealth management business, which the company says is its ...

Fewer independent financial advisors than last year agree with their firms' direction and employee brokers are now giving their brokerages higher average grades, a new study found. Independent wealth ...

Also, Carson adds an experience advisor from Northwestern Mutual, while Raymond James continues to bolster its independent ...

Canopy Financial Solutions has earned significant recognition in the industry, being named the Best Independent Wealth ...

Independent Financial Group, a privately held, independent wealth management provider based in San Diego, has made four recent appointments to position itself for future growth, the 600-rep firm said ...

San Diego-based Independent Financial Group, a privately held wealth management provider with more than 600 financial professionals in more than 400 locations nationwide, has acquired Makino Financial ...

TORONTO, Nov. 7, 2025 /CNW/ – Independent Advisor Solutions (“iAS”) is excited to announce the launch of Global Equity Market ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. In the rapidly evolving world of finance, artificial intelligence (AI) stands out as a ...