by Integrated Marketing | Jun 23, 2026 | Blog, Independent Advisory
The wealth management field is in the midst of a major structural shift. Advisors at wirehouses and broker-dealers are leaving in record numbers — not to retire, but to go independent. This breakaway movement has been building for years, and recent data makes it clear...
by Integrated Marketing | Jun 9, 2026 | Blog, Independent Advisory
We recently wrapped up our eighth annual Integrated Advisors Summit. Last month, a group of advisors and partners came together at the Phoenician Resort in Scottsdale to share insights and expertise, meet our technology partners, and enjoy the beautiful desert...
by FPM Admin | Apr 27, 2026 | Blog, Independent Advisory
When clients sit down with a financial advisor for the first time, they’re usually not thinking about asset allocation or portfolio construction. Instead, they’re asking themselves a simpler, more personal question: Can I trust this person? The answer to that question...
by Integrated Marketing | Feb 17, 2026 | Blog, Independent Advisory
The trends speak for themselves: More and more advisors are choosing independence — and there’s little reason to expect that momentum will change anytime soon. A recent study from Cerulli Associates found that advisor headcount at independent RIAs is projected to grow...
by FPM Admin | Aug 21, 2025 | Independent Advisory, Investing
When markets are volatile, clients are anxious — financial uncertainty is difficult for some to endure. Often, these periods of uncertainty try everyone’s patience. However, employing strong relationship management skills and effective communication can keep clients...
by FPM Admin | Jul 29, 2025 | Independent Advisory
Janet Galloway and Emily Isom, B&B Strategic Management The Work Relationship Makes The Personal Relationship Stronger We’ve been featuring independent advisor firms in our network that are family-operated: parents and children working together to build and grow a...
