As a channel of wealth management that generates more business than some countries, the firms of…
Tag: Independent
IG Group Buys Majority Stake in Australian Crypto Exchange Independent Reserve for $72M
Online trading platform IG Group has acquired a majority stake in Australian cryptocurrency exchange Independent Reserve…
Schwab’s 2025 Independent Advisor Outlook Study: Trust, Talent and Technology Shaping the Next Era of Independent Advice
Visionary thinking, emotional intelligence, and technology fluency rise as critical traits for the next generation of…
Nidec Forms Independent Committee To Investigate Improper Accounting; Stock Down
(RTTNews) – Nidec Corp. (NJDCY, 6594.T), a Japanese manufacturer of electric motors, announced that it has…
IBD Elite 2025: Fastest growing independent brokerages
In a year of substantial growth for the independent brokerage channel of wealth management, these 10…
Wellgistics debuts XRP payments for independent US pharmacies
Thousands of US pharmacies can now settle prescription drug payments in cryptocurrency through a new blockchain-based…
IBD Elite 2025: The 15 largest independent brokerages
The largest independent brokerages reaped the benefits of rising asset values and consolidation last year. Those…
IBD Elite 2025: How independent wealth firms use AI
The extent to which independent financial advisors are using artificial intelligence is only starting to catch…
New Jersey Advisors May Leave State Over Independent Contractor Rule
More than six out of 10 New Jersey-based financial advisors would consider leaving the state if…
Kansas-based Raymond James Team Goes Independent
Keating Financial Advisory Services, a former Raymond James affiliate with about 50 employees and 25 advisors,…
Using integrations to build an independent firm
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…
Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors
WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor Services™ has increased its institutional no transaction fee (INTF) mutual fund…
FSI Opposes New Jersey’s Proposed Independent Contractor Rule
The Financial Services Institute, an advocacy group for independent advisors and broker/dealers, is speaking out against…
Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel
Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to…
Alcyon Wealth Partners Breaks Away from Raymond James to Go Independent
Alcyon Wealth Partners, a former Raymond James-affiliated registered investment advisor, is going the independent route. The…
Growth and Grit in Independent Broker/Dealer Space
Occasionally, we have the opportunity to revisit a story that perfectly captures what’s achievable in this…
What 150 independent advisors wanted from their tech stack
RIA leaders who have done things the same way for their whole careers often don’t want…
White House Ends a Regular Reporting Slot for Independent Newswires
The Trump administration said Tuesday that it would no longer reserve a regular slot in the…