Financial Advisor

Fla. Firm Independent Financial Partners Lures $700M Commonwealth Team

LPL has said it has retained 80% of Commonwealth’s advisors after closing the $2.7 billion deal in August and, on its ...

Independent Financial Partners (IFP) Welcomes CenterBridge Planning Group From Commonwealth, Adding Over $700 Million in Client Assets

Independent Financial Partners (IFP) has added a five-advisor team overseeing more than $700 million in client assets from Commonwealth Financial Network, with CenterBridge Planning Group joining the ...
InvestmentNews

LPL affiliate scooped up more than 140 new advisers in 2011

Wirehouses' loss proved to be a gain for Independent Financial Partners, as the LPL Financial LLC affiliate landed 140 new advisers last year. Staff numbers swelled at Independent Financial Partners, ...
Morningstar

Treasury Partners Founder Richard Saperstein Named to the Barron’s 2025 Top 100 Independent Advisors List

Hightower’s Treasury Partners, a wealth management team based in New York City, today announced that Founder and Chief Investment Officer Richard Saperstein has been named to the 2025 Barron’s Top 100 ...
Wall Street Journal

What Is an Independent Financial Advisor?

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 | ...