Joe Leo

The Best Cities for Independent Financial Advisors in 2025—and Why Etico Is Growing There

5 min read

The Best Cities for Independent Financial Advisors in 2025—and Why Etico Is Growing There

If you're an independent financial advisor-or considering breaking away-location still matters.

What the 2025 Social Security Trustees Report Means for Financial Advisors and Their Clients

2 min read

What the 2025 Social Security Trustees Report Means for Financial Advisors and Their Clients

Social Security is on track for shortfalls-and your clients are paying attention.