Two advisor moves this week highlight how recruiting momentum continues to run in both directions between major wealth ...

Independent financial advisors aren't affiliated with big investment firms. Instead, they run their own businesses or work for independent firms. Independent advisors often have fewer conflicts of ...

Chelsea Ransom-Cooper, 32, co-founded Zenith Wealth Partners with a clearly quantified mission: Generate $1 billion in wealth for women and people of color. The firm tracks progress through account ...

Three-Part Guide The three-part guide, developed by FSI’s AI Task Force, discusses the ways advisors will and won’t be able to use the tools and provides a framework for deciding. It also calls for ...

To help support independent financial advisors, bipartisan legislation was introduced that seeks to remove “outdated regulatory barriers” that penalize them for operating as a small business.

Celebrating 50 years of empowering independent financial professionals with the scale, innovation, and support to lead what's next.

FSI is simultaneously backing the Modern Worker Empowerment Act, a bipartisan bill designed to establish a durable federal ...

This is the 15th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

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 | ...