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Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.July 23
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Two perennial champions retained their top ranks in 2019 — but the aging demographic poses challenges for all firms, according to J.D. Power.July 10
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Brokers at the firm have expressed concern their employer and the CFP Board are on a collision course.June 3
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With brokerage firms lining up in support of the SEC proposal, fiduciary planners aim to keep their differences from the BD channel intact.May 17
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Advisory groups with over $500 million in client assets dominate the industry. Still, many choose to go it alone.March 29
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Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.March 14
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Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.February 4
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Brokerage firms have been filing more lawsuits against former employees over alleged violations of non-solicitation agreements.November 14
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Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.November 14
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The firms may or may not be vying against one another, but their advisor forces are moving in different directions.August 8
