An independent financial advisor isn’t affiliated with a big investment firm. Instead, they run their own businesses or work for an independent firm. Independent advisors often have fewer conflicts of ...

Understanding the Context

Business Wire: Barron’s Names JNBA Financial Advisors CEO and Chairman Richard S. Brown to its Top 100 Independent Financial Advisor List for 11th Year in a Row MINNEAPOLIS--(BUSINESS WIRE)--For the eleventh year in a row, Barron’s has named JNBA Financial Advisors CEO and Chairman Richard S. Brown to its list of Top 100 Independent Financial Advisors in the ... Barron’s Names JNBA Financial Advisors CEO and Chairman Richard S.

Key Insights

Brown to its Top 100 Independent Financial Advisor List for 11th Year in a Row Many independent teams of financial advisors are growing significantly, but a new study reveals at least three specific factors that separate the fastest and slowest expanding firms. Processing ... Financial services company Equitable announced yesterday that its affiliate Equitable Advisors had agreed to buy Stifel Independent Advisors, an independent broker-dealer managing about $9 billion in ... Barron's: Wells Fargo Recruits $2.1 Billion UBS Team for Independent Advisor Unit The group is the fourth team managing more than $1 billion to join Wells Fargo’s FiNet unit for independent advisors. Yahoo Finance: Ask an Advisor: How Do I Find a Truly Independent CFP Not Tied to a Brokerage?

Final Thoughts

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax ... Ask an Advisor: How Do I Find a Truly Independent CFP Not Tied to a Brokerage? Registered Rep. is accepting submissions for the 2008 Top 100 Independent Advisors list to be published in August.

The list is published each year for advisors affiliated with independent ... Financial Advisor: Equitable Confirms It Will Buy Stifel B-D Unit With $9B In Managed Assets The Business Journals: 5 signs you may have outgrown your financial advisor As income grows and wealth accumulates, financial lives become more complex. At a certain point, many professionals begin asking a quiet but important question: Is my current advisor still built for ... Yahoo Finance: Independent Financial Group Announces Platinum Sponsorship of 11th Annual Invest In Women Independent Financial Group, LLC (IFG) – a privately held independent wealth management provider supporting more than 600 financial professionals across more than 400 locations nationwide – today ...