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The combined AUM of the top 10 companies has soared by 60% to more than $770 billion over the past five years.
July 1 -
The largest increases came from the only firms in the sector reporting jumps of at least 20% or more in 2018.
June 17 -
Mainstays of the sector like Commonwealth, Cambridge and Northwestern Mutual are contributing to it, but smaller firms are also driving change.
June 10 -
Independent broker-dealers have changed with the times. Our annual ranking has, too.
June 3 -
Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.
June 3 -
This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.
June 3 -
The majority of the top 25 firms boosted their business by double digits in 2018, and five of them reeled in more than 20% growth.
June 3 -
Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.
October 30 -
Firms’ head counts show how they’re responding to a challenging time in which experts predict the number of advisors to fall in coming years.
September 17 -
The ongoing shift away from commissionable products is driving major changes in the space.
August 17