The truth is that independent investment advisors profit only when their clients do. (oldprof.typepad.com)
My entire body of work has been dedicated to helping independent investment advisors launch and build successful investment advisory firms while ensuring they meet their registration obligations, adhere to their fiduciary duty and maintain proper regulatory compliance at all times. (cnbc.com)
Schwab Charitable is the first national donor - advised fund to introduce professionally managed accounts, which allow donors to recommend independent investment advisors to manage assets in their account. (schwabcharitable.org)