Jamie Price, the chief executive officer at Osaic, agrees that the tech upheaval is one of the biggest changes in the broker-dealer business. He waxes idealistic about third-party software demos he’s ...

Independent financial advisors aren't affiliated with big investment firms. Instead, they run their own businesses or work for independent firms. Independent advisors often have fewer conflicts of ...

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to representing larger brokerages Written By Written by Staff Money Writer, WSJ | ...