Shaun Hauser is the founder and CEO of Wellington-Altus Financial, the parent company of Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, Wellington-Altus Group ...

The independent channels of wealth management are changing so quickly that it can be easy to lose sight of the underlying factors beneath each headline-grabbing deal. Firms like LPL Financial, Focus ...

Few independent firms have made as big a splash in the last couple of years as New York-based National Financial Partners. Founded in 1998, the firm has followed the unusual — and enormously ...

In a time of rapid consolidation and accelerating dominance by the giants of wealth management's independent brokerage channel, the so-called small or midsize firms seem quaint. When growing colossi ...

Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced that Tungsten Wealth Management has joined the firm’s independent advisor channel.

It takes a lot of time and hard work to build wealth, but only a moment to lose it. Many high-earners and small business owners underestimate the effort it takes to maintain wealth and ensure their ...

Farmington Hills, MI, May 26, 2026 (GLOBE NEWSWIRE) -- (“Vardhan”) proudly marks its five-year anniversary, reflecting the firm’s steadfast commitment to serving high-net-worth families and business ...

Tanglewood Total Wealth Management has grown to $1.68 billion in assets by expanding ownership internally to six shareholders ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Independent wealth management is ...

Wealth.com has announced a strategic partnership with Independent Advisor Alliance, offering IAA’s network of 225 financial advisors access to its comprehensive estate planning platform. The ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A local wealth management firm ...

DE PERE, Wis.--(BUSINESS WIRE)--Bernicke Wealth Management, an independent wealth management firm, is expanding its presence with the opening of a new office in the Park Place at Packerland building ...