© 2020 Arizent. All rights reserved.
Register Now
Financial Planning is the only information resource dedicated to serving the needs of independent financial planners.
The Latest
CE Quiz
Data, Research & Multimedia
The leaders raked in a combined $949 billion over the past decade.
July 7
The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.
July 7
The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.
July 6
Those who don’t pay them back could lose up to 45% of their potential savings.
July 1
Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.
June 30
The basic yet revealing query shows why it’s not just about FINRA registration as a BD and 1099 contractor status for advisors.
June 30
For the first time, the ranks of the top 25 firms according to their annual business include single entries for IBD networks.
June 30
The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.
June 30
Billion-dollar teams are voting with their feet. Here’s where they are going.
June 29
LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.
June 24