Some 85 percent of certified financial professionals say they are highly fulfilled by their career, citing stability and work ...
Government advisers are calling for a sweeping overhaul of England’s traffic laws, urging ministers to slash the default ...
Jeff McMillan joins Brillio's Board as the company scales production AI for the world's largest banks and insurers.
Former Attorney General Pam Bondi was diagnosed with thyroid cancer shortly after President Donald Trump ousted her from the ...
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Moneco Advisors Welcomes Three Advisory Teams, Deepening its Partnership Model Across the Northeast
Moneco Advisors, an independent registered investment advisory firm founded in 1980, today announced the integration of three advisory teams: Keith Kolinsky, CFP®, of Complete Financial Planning, Inc.
LOS ANGELES & NEW YORK--(BUSINESS WIRE)--Merchant, a global operating company that provides growth capital and strategic resources to leading independent financial services firms, today announced a ...
Advisors who have left brokerage firms like Merrill and UBS share what the revelations that awaited them after they moved to the independent sector. Over the past 15 years, there has been a steady ...
The group is the fourth team managing more than $1 billion to join Wells Fargo’s FiNet unit for independent advisors. Wells Fargo said its independent broker-dealer unit recruited a former UBS ...
MILWAUKEE, March 25, 2026 /PRNewswire/ -- Coming off a record year across key measures of business performance in 2025, Northwestern Mutual has been recognized among the nation's leading independent ...
In mid-February the wealth management platform Altruist launched an AI tool named Hazel that reads 1040s, pay stubs, and custodian data and emails and comes up with tax strategies for clients. Lots of ...
A collaboration-first, AI-native platform designed for Agile RIAs and Solo Practitioners who demand elite technology without the enterprise bloat. OneVest GO delivers an AI-native foundation that ...
Press releases are posted on Independent.com as a free community service. SANTA BARBARA, Calif. — Local financial planning company Arlington Financial Advisors is celebrating its 15th year in business ...
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