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These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.
October 11 -
These 10 firms are driving the ongoing shift in the industry to fiduciary advice and away from sales commissions.
September 27 -
Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.
September 20 -
Despite falling stock and bond values last year, firms operating in the channel collectively boosted their business. These are the biggest companies among them.
September 12 -
Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
September 12 -
Independent branches are playing a pivotal role in the industry — regardless of anyone's opinion or awareness of them.
September 11 -
FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.
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The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?
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As part of a long-term industry shift, firms like Ameriprise, Commonwealth and Northwestern Mutual get most of their business from advisory fees.
August 31 -
Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.
August 26