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Insights.


Etico Accelerates National Expansion with Key Leadership Hires and Independent Advisor Partnerships
At Etico, growth isn’t just about numbers—it’s about building a stronger community of independent advisors who have the freedom, tools, and support to thrive. This year, that commitment has taken a major leap forward.
Katie Godbout
2 min read


The Best Cities for Independent Financial Advisors in 2025—and Why Etico Is Growing There
Looking to grow or relocate your financial advisory practice? In this post, Anthony Spencer, VP of Sales at Etico Financial, breaks down the five U.S. markets where independent advisors are gaining ground—and why Etico is building momentum in these cities. From Dallas to Sarasota, learn what makes these regions advisor-friendly, how Etico supports transitions, and where you might scale next.

Joe Leo
6 min read


What the 2025 Social Security Trustees Report Means for Financial Advisors and Their Clients
The newly released 2025 Social Security and Medicare Trustees Report confirms the long-term solvency of Social Security is under pressure. The timeline has inched closer, and public concern is rising.

Joe Leo
3 min read


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Learn more about the future of wealth management and how Etico is changing the landscape.

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