Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent ...

Learn how independent financial advisors operate.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a ...

Trust is an obvious component of a successful relationship between an advisor and a client. But there are some areas of the relationship where advisors may be jeopardizing that trust, and without even ...

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in ...

What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...

Charles Schwab has long said that it doesn’t solicit the investor clients of the financial advisors who custody assets with the firm. It’s a stance it repeated just a month ago when discussing its ...

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the ...

The $2.5 billion Chicago-area RIA within LPL is looking to built momentum as a leading destination for breakaway bank ...