As Commonwealth advisors weigh their futures following the firm's sale, Summit Wealth Group is charting its own course as an ...

Summit Wealth Group decided to leave Commonwealth before the LPL acquisition was announced. More advisors could follow.

IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

“What independent broker-dealers and advisor-reps don’t want is a patchwork of rules that forces firms and practitioners to navigate a regulatory maze,” he said. While the NASAA has ...

DALLAS, April 8, 2025 /PRNewswire/ -- Dallas-based independent broker-dealer Prospera Financial Services, Inc. announced it has acquired St. Louis, Missouri-based Cutter & Company, an independent ...