Named XXI Wealth, the wealth management firm will operate under the umbrella of Florida-based Dynasty Financial, which provides infrastructure and back-end operations for independent firms.

Affiliated Advisors aims to recruit, retain and advance wealth management professionals with resources aimed at three ...

For more information, please visit www.financialadvisers.co.uk.

On this episode of The Long View, Pam Krueger, founder and CEO of Wealthramp, discusses what to look for when choosing a ...

iAS Logo (CNW Group/Wellington-Altus Financial Inc.) Independent Advisor Solutions is excited to launch an additional "MiBLOX" fund in the first quarter of this year, providing exclusive Canadian ...

WINNIPEG, MB, TORONTO and MONTRÉAL, Feb. 5, 2025 /CNW/ - Independent Advisor Solutions Inc. (Independent Advisor Solutions)—a wholly owned subsidiary of Wellington-Altus Financial Inc ...

Independent financial advisors may soon be able to retain and reinvest a greater percentage of their practice's revenue. A coalition of broker-dealers and industry trade groups has asked Congress to ...

Fidelity Go: Best for Beginner Investors Fidelity Go is a highly-regarded robo-advisor for beginners and hands-off investors for cost-effective portfolios personalized to your goals and financial ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

Former star outfielder Adam Jones is rejoining the Baltimore Orioles as a special adviser to general manager Mike Elias on top of being a community ambassador. In an announcement Monday ...