Lack of freedom and limited investment choices may be driving advisors at broker-dealers to leave their firms this year.

Assets managed by advisers continued to grow in 2023, hitting a record $31.3 trillion, according to a new report from Cerulli ...

Financial advisors are currently enjoying a golden age of sorts. The broad stock market continues to trade near record highs, ...

We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions ...

MARQUETTE, Mich. (WLUC) - Independent Healthcare Broker Kevin Dorr explains the differences between calendar-based and ...

Wells Fargo & Co.’s multi-year plan to support and build its independent broker and advisor channel is to keep on rolling in ...

The family owned and run broker plans to 'almost double in size in the UK' using organic growth, but avoiding external hires ...

The organization founded in 2022 has been a vocal advocate for passage of a trigger leads bill, which was axed in a congressional spending bill in December.

Discover the key differences between real estate agents and brokers, their roles, career paths, and timelines to help you choose the right path in real estate.

XS Brokers, an independent insurance underwriting and wholesale brokerage group, has appointed Annie Dawson as senior vice ...

Financial advisor headcount has grown just 0.2% over the last decade to 283,137 as of the end of 2023, according to a recent ...

Graham, who joined Cambridge in 2017, stepped down from his role on Dec. 31. The IBD is currently searching for a replacement ...