What Is an Independent Financial Advisor?

Learn how independent financial advisors operate.

JPMorgan is ditching proxy advisors and turning to AI for shareholder votes in the US

The bank is launching an in-house, AI-powered tool called Proxy IQ to support its shareholder voting decisions, leaving human ...

3 of the Top Flat‑Fee Financial Advisors: Well-Known Fiduciary Firms to Consider

Flat‑fee financial advisors offer transparent pricing and predictable costs.
Young and the Invested on MSN

Protect your financial future: 6 popular times to talk to a financial advisor

As your finances become more complex, you may seek a financial advisor. These are some of the situations when it makes sense ...

JPMorgan's asset management will no longer use controversial proxy advisors for shareholder votes

Tesla CEO Elon Musk also lashed out at proxy advisors last October, calling them "corporate terrorists," after ISS ...
InvestmentNews

Origin's new low-fee AI ‘robo-planner’ (that still won’t threaten human advisors)

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...
InvestmentNews

Wells Fargo Advisors nabs $1.2B ultra-high-net-worth team from Citi

The latest additions in Texas cap off what was an active 2025 recruitment season for Wells Fargo's private client group.

EP Wealth Advisors Expands Phoenix Presence with Acquisition of Clearview Wealth Advisors

Torrance-based EP Wealth Advisors acquires Clearview Wealth Advisors, adding $218M in AUM and expanding its Phoenix footprint ...

Financial Advisor and Coach Hoss Tabrizi Releases New Book ‘Unleash Your Greatnesses’

Financial advisor and coach Hoss Tabrizi releases Unleash Your Greatnesses, a new book on personal growth, discipline, and self-mastery. This project is love in action. His storytelling is inclusive ...