Independent Financial Group, one of the last large, privately held broker-dealers to work with independent contractor advisors, has tapped independent broker-dealer veteran Kevin Keefe as president ...

Kevin Keefe, who stepped down as CEO of hybrid broker/dealer and RIA platform Realta Wealth in February, has resurfaced at Independent Financial Group, a privately held independent broker/dealer in ...

SAN DIEGO, Feb. 26, 2025 /PRNewswire/ -- Independent Financial Group, LLC (IFG), a leading independent broker-dealer headquartered in San Diego, has announced its 2024 elite qualifier advisors and ...

Steven Gensler, a certified financial planner and business strategist, has joined San Diego’s Independent Financial Group (IFG) to lead the firm’s organic growth strategy, including differentiated ...

Priority Financial Group, with an RIA of $3.1 billion in assets, is moving its broker-dealer operations to United Planners' ...

NEW YORK, May 07, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. (“Binah Capital”) (NASDAQ: BCG), a leading financial services enterprise that owns and operates a network of firms empowering ...

“We’re honored that Financial Advisor continues to recognize Northwestern Mutual as one of the nation’s leading independent broker-dealers, and proud that our value proposition continues to resonate ...

PFG, a Phoenix-based firm with nearly $5 billion in assets under administration, today announced its transition from Osaic to United Planners Financial Services ("United Planners") as the ...

The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the "great headlines" about wealth management firms tapping AI, according to Ritik ...

Learn how independent financial advisors operate, how they differ from advisors tied to firms and whether their model benefits your financial planning Written By Written by Staff Money Writer, WSJ | ...

CARPINTERIA, Calif., Nov. 13, 2025 /PRNewswire/ -- PlanMember is pleased to announce Gentry Wealth Management in Tyler, TX, as its newest independent PlanMember Financial Center.