Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to representing larger brokerages Written By Written by Staff Money Writer, WSJ | ... Business Wire: Income Lab and Independent Advisor Alliance Partner to Power Personalized Retirement Planning for Advisors DENVER--(BUSINESS WIRE)--Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA), one ...

Understanding the Context

Income Lab and Independent Advisor Alliance Partner to Power Personalized Retirement Planning for Advisors An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow ... Bill Williams, who has run the independent contractor channel since 2008, will also take over the employee advisor business, recruiting and institutional partnerships. Nearly three quarters (74%) of independent financial advisers (IFAs) say DC pension providers need new ways to engage younger generations, reflecting growing concern that traditional approaches may ...

Key Insights

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...