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The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.
September 10
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The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.
September 4
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Rising financial advisor productivity came with much better pay at these independent brokerages.
August 27
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These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.
August 20
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Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.
August 15
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Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
August 14
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The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.
August 14
