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 ...

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 ...

today announces the appointment of Jefferies International Limited ("Jefferies") as its Joint Corporate Broker and Joint Financial Adviser, to work alongside RBC Capital Markets, with immediate ...

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 ...

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 ...

STOCKHOLM - Sweden’s national security adviser announced his resignation on Jan 27 as police opened an investigation after he forgot classified documents at a hotel, one of a series of mishaps ...

“If you require a single product – say an education policy – a financial advisor can help with that ... of new candidates.” Tied or independent? Asked if SA’s certified planners ...