Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets ...

Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a ...

From digital client and prospect contact to booking and then hosting a meeting and keeping track of meeting notes and client ...

It's not only the number of UBS advisors who jumped to industry rivals this year that is remarkable, but also the huge asset tallies those advisors had under management. Processing Content And then ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...

71% of Americans working with financial advisors report feeling financially secure compared to only 10% without one, a seven-to-one confidence gap driven by structured planning and clear ...