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View the exclusive research from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms — and sort and compare data across the past 15 years.

The printable PDF includes rankings based on the firms' 2025 revenue as well as the number of financial advisors, compensation, total client account assets and more.

The industrial bank charter is attracting increased interest because of the combination of innovation and safety it offers. However, charters should only go to companies that can meet a rigorous set of requirements.

Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.

Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.

In the latest example of lenders rolling back their hybrid work policies, the nation's second-largest bank will soon require its employees to choose nonconsecutive days to work from home.

HomeTrust Bancshares, which has been eyeing Virginia as part of its growth strategy, plans to acquire the formerly troubled Blue Ridge Bancshares in an all-stock transaction.

There are two monster debtors out there — the AI industry and the U.S. government. Is the credit market big enough for the both of them?

The New York State Department of Financial Services warned banks about a security vulnerability in IT software. Now it's acknowledged some companies it oversees were affected by it.

The company's Square unit has upgraded its seller-focused credit card, adding incentives and linking to digital transfers rails. This comes as Stripe may acquire PayPal and AI developer OpenRouter.

Democratic Sens. Ruben Gallego, Ariz., and Angela Alsobrooks, Md., signed on to the bill, signaling a hardening of their position on an ethics provision in the CLARITY market structure bill.

Western Union's acquisition of International Money Express hit another roadblock on Friday when California's key regulator said it was suspending its previous approval of the deal. That suspension came the same day that New York's top supervisor and last regulatory holdout of the deal approved the purchase.

In a notice of proposed rulemaking announced Monday, the Treasury Department said it would extend GENIUS Act liability to exchanges, but raises new compliance questions for foreign-issued stablecoins.

JPMorgan Chase reportedly dropped prediction market firm Polymarket as a client over regulatory concerns last October, according to new reporting from the Financial Times.

Competition for loans and deposits in Texas is mounting as out-of-state banks swoop into the Lone Star State, eager for a piece of the economic pie. Some Texas-headquartered banks are trying to hold their ground by doubling down on full relationships and customer service.