Top Reasons Why Financial Advisors Choose to Become RIAs for Independence

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...

Types of financial advisors

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...

6 of the best financial advisor companies: Well-known fiduciary investment firms to consider

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Here’s 1 key credential that may separate trustworthy financial advisors from the rest, and many don’t have it. Does yours measure up?

Watch for dual roles or “switching hats.” Some advisors are “dual registered,” meaning they act as both fiduciary RIAs and as ...

How Does A Financial Advisor Get Paid? 5 Common Fee Structures To Know

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

‘Is this suspicious?’ I set up a trust for my grandsons, but got a letter saying my account will go to an adviser at corporate — even though my current adviser is ‘50 ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

XYPN’s Alan Moore’s Mission: Bring Financial Planning to the Next Generation

In 11 years, a platform for fee-only fiduciary planners has attracted 2,200 financial advisors who operate boutique practices ...
Advisor.ca

IAFP introduces mandatory fiduciary attestation for RFP holders

Association also tightens compensation disclosure requirements The Institute of Advanced Financial Planners (IAFP) has opened ...
InvestmentNews

Financial advisors reflect on their best moments of 2025

“The biggest factor influencing our growth in 2025 was a volatile market and macroeconomic environment, particularly at the ...

RIAs, wirehouses expect sweeping regulatory changes in 2026

Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth ...

‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
KXAN

360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota

Celebrating 30 years, 360 Financial has been honored with multiple awards including Forbes Best-in-State Wealth Advisors and Minneapolis/St. Paul Business Journal's Best Places to Work. WAYZATA, Minn.