IBD Elite

Independent broker-dealers can find examples for how best to serve, hire, support and promote a historically underrepresented group after a year marked by hate.

20 planners and executives offer starkly different views in the wake of a national spate of racial prejudice and violence targeting the group often typecast as the "model minority."

The delicate balance between the No. 1 IBD and its ‘critical clients’ is evolving as the industry changes.

Despite smaller growth amid the coronavirus last year, FP’s 36th annual survey revealed the significant level of business raked in by 46 wealth managers.

Find all of the data from FP’s annual survey of the industry and ranking of firms by yearly revenue.

The independent broker-dealers big enough to serve the most financial advisors enjoy advantages but face distinct challenges.

The list shows how firms of all sizes face a pivotal balancing act in seeking to recruit and retain advisors.

In a sign of long term changes and pivotal questions for the industry, the difference between the amount of fees and commissions in the sector has nearly doubled.

The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.

This year’s survey results reveal challenges for independent broker-dealers and their future growth.