Local financial planning company Arlington Financial Advisors is celebrating its 15th year in business serving the Santa ...

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 | ...

To help support independent financial advisors, bipartisan legislation was introduced that seeks to remove “outdated regulatory barriers” that penalize them for operating as a small business.

J.D. Power’s annual financial advisor survey adds to the drumbeat of analysts predicting a “talent crisis” coming for the wealth management sector. The consumer insights, data, and analytics firm’s ...

The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the "great headlines" about wealth management firms tapping AI, according to Ritik ...