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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.
July 10 -
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 -
This year’s survey results reveal challenges for independent broker-dealers and their future growth.
June 30 -
Grappling with margin pressure, consolidation and fragmentation, the sector questions its identity.
June 30 -
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 -
This interactive tool provides the full collection of data from Financial Planning's 35th annual study of the largest firms in the space.
June 30 -
Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.
October 28 -
The stark figures show that only about one-sixth or fewer of the sector’s financial advisors are women.
August 5