Independent Financial Group, a privately held, independent wealth management provider based in San Diego, has made four recent appointments to position itself for future growth, the 600-rep firm said ...

San Diego-based Independent Financial Group, a privately held wealth management provider with more than 600 financial professionals in more than 400 locations nationwide, has acquired Makino Financial ...

Independent Financial Group, one of the last large, privately held broker-dealers to work with independent contractor advisors, has tapped independent broker-dealer veteran Kevin Keefe as president ...

Long-time industry innovator will be responsible for driving the firm's multi-year growth initiatives and shaping the development of distinctive services that enhance client value. SAN DIEGO, Sept. 3, ...

The deal brings SouthState Corporation's total assets to roughly $65 billion SouthState Corporation has kicked off 2025 by announcing its acquisition of Independent Bank Group, Inc. on Jan. 1, 2025, ...

SAN DIEGO, July 1, 2025 /PRNewswire/ -- Independent Financial Group, LLC (IFG), a San Diego-based, privately held independent wealth management provider, is pleased to announce the addition of Bruce ...

McKinney-based banking firm Independent Financial is being acquired by SouthState Bank. It's a deal valued at $2 billion and expected to close in early 2025. Contributed / KDC Florida-based SouthState ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...