Financial Planning is extending the deadline for FP 50 survey submissions to Friday, April 8.
The FP 50 is Financial Planning’s annual ranking of the 50 largest broker-dealers by revenue. Each year, the magazine sends out surveys to the nation’s broker-dealers to collect revenue and other company information used in the listing. This year’s ranking will be published in the magazine’s June issue.
This will be the 27th year the magazine has published the FP 50 ranking, which is recognized as the most comprehensive and reliable source for broker-dealer information in the industry.
Any questions about the survey or the ranking should be addressed to John McCormick, Group Editorial Director, Financial Planning,
-
Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.
33m ago -
The National Legal and Policy Center has successfully urged companies like Goldman Sachs and American Express to remove DEI from their board selection process, but now it argues that SEC actions are restricting shareholder rights too much.
6h ago -
Andrea Bethune contends in federal court that Carson Group moved her into a new role to make way for a woman 20 years her junior. Eventually, her position was eliminated.
March 19 -
Wealth management firms are beginning to push AI beyond back-office use and toward growth, panelists at Future Proof Citywide said. Success depends on a thoughtful approach and clean data.
March 19 -
The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.
March 19 -
A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
March 19









