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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 -
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
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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
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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 -
The largest firms’ combined VA and FA revenues hit a three-year low in 2017, but the products still make up a significant portion of their businesses.
August 3 -
The firms with the highest percentage growth year-over-year are cutting their head counts and fueling the record level of M&A deals.
July 23 -
The combined amount across the top 10 firms has jumped 37% to $385.3 million over the past three years.
July 9 -
Experts cite a variety of reasons for the industry’s grim jobs forecast for advisors, but the data reveals much more complexity.
July 2 -
Firms of all sizes have helped push fee-based business above commissions as the industry undergoes a transformation.
June 18 -
Although the industry reflects stark disparities, these firms are leading their peers in the hiring of female registered representatives.
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