‘The fees are bothersome.’ I live in Puerto Rico, but my adviser is in Arizona and I’m not sure he’s worth it. Is someone local better?

Frankly, the performance has not been good and the fees are bothersome as I don’t see a value added in their minimal handling ...

Sequoia Financial Group of Fairlawn acquires California advisory firm

Fairlawn-based wealth manager Sequoia Financial Group has acquired Sterling Financial Group, a Pasadena, California-based independent advisory firm.

Financial Advisors in Youngstown, Ohio

Jon Arnold is a financial advisor in Youngstown, OH. They have been in practice for 13 years, the last 2 years at Rockport Wealth, Llc Dba J Arnold Wealth Management. Financial Planning • Portfolio ...
Wealth Management

Should RPAs Consider Regional Independent 401(k) Record Keepers?

Independent 401(k) record keepers offer better service and pricing as major brands focus on scale over advisor relationships ...

Sequoia Financial Group Expands West Coast Footprint with Acquisition of Pasadena-based Sterling Financial

Sequoia Financial Group ($29.9B AUM) acquires Pasadena-based Sterling Financial, establishing its first standalone California office and continuing an 11-deal M&A surge.
Opinion
Marshall IndependentOpinion

Home remodel: Financial considerations

When the broader housing market feels unpredictable, homeowners may look to refresh their current home instead of relocating. Home renovations can enhance your living space and raise the value of 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 ...
Barron's

Going Independent as a Young Advisor Isn’t Easy. Four Explain Why and How They Did It.

Chelsea Ransom-Cooper, 32, co-founded Zenith Wealth Partners with a clearly quantified mission: Generate $1 billion in wealth for women and people of color. The firm tracks progress through account ...
Financial Planning

How local SEO marketing lets growing RIAs compete

When it comes to growing an RIA, the financial advisory industry loves to preach: "Find your client niche." Brady Lochte, founder of Axon Capital Management For years, that's meant cultivating ...
Morningstar

Concorde Welcomes Independent Financial Advisor Ehud Gersten

ANN ARBOR, Mich., Nov. 11, 2025 /PRNewswire/ -- Concorde announced today that licensed securities professional Ehud Gersten has joined the firm's broker-dealer, Concorde Investment Services. Gersten ...
Business Wire

Barron’s Names JNBA Financial Advisors CEO and Chairman Richard S. Brown to its Top 100 Independent Financial Advisor List for 11th Year in a Row

MINNEAPOLIS--(BUSINESS WIRE)--For the eleventh year in a row, Barron’s has named JNBA Financial Advisors CEO and Chairman Richard S. Brown to its list of Top 100 Independent Financial Advisors in the ...
The Business Journals

Stifel selling independent adviser unit with $9B under management

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Stifel Financial Corp., the St ...