Finance

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

Despite falling stock and bond values last year, firms operating in the channel collectively boosted their business. These are the biggest companies among them.

The American Bankers Association's Economic Advisory Committee expects an economic slowdown as well.

With market uncertainty still in the air, annuities continue to break sales records. Advisors say they work for some clients, but not all.

The Swiss banking giant will cover some 3,000 stocks and 18,000 bonds.

The global bank saw a decline in its wealth management headcount for its Americas region even as its invested assets rose.

A new book by Harvard Law School professor and former SEC official John Coates warns of "a deep tension" threatening the American economy and politics.

The Canadian firm saw an 8% jump in its net income, but CEO Dave McKay foresees a "softer economic outlook" next quarter.

Commissioner Hester Peirce warns an unintended consequence of the new regulation could be less thorough internal compliance reviews.

The investment banking giant thinks increseased skepticism will help prevent an overheated debt market.

Companies as diverse as UPS, Fed Ex and AT&T are learning how environmental and social issues can affect their bottom lines.

Despite the slight decline last year, researchers expect global growth of 38% by 2027.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

The rating agency's release ESG credit indicators for states and territories last year was blasted by GOP officials for being politicized, vague, and confusing.

The St. Louis-based firm has continued its 2023 comeback, enjoying two straight quarters of double-digit revenue growth.

The firms are increasingly seeking to integrate generative artificial intelligence into their products, and banks are potentially interested customers. But such efforts are costly, the risks are high and "they want to make sure that they get it right," experts say.

More assets, less debt and a new name are among the Canadian asset manager's wealth highlights.

During the recent banking crisis, both businesses and wealth management clients moved their money out of banks. Commercial deposits have since recovered, but those in wealth accounts continue to decline amid fierce competition from both inside and outside the banking system.

The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.

Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.