Independent brokers at smaller firms are more satisfied than advisors at larger brokerages, according to Wealthmanagement.com's Independent Broker/Dealer Report Card. Unfortunately, it's the smaller firms that are fast disappearing.
Advisors’ perspective on their current firms is strongly influenced by what kind of firm they came from. REP.’s 2014 Independent Broker/Dealer Report Card found that almost 40 percent of advisors at IBDs have worked with another IBD previous to their current affiliation. Yet thirty percent came from either the wirehouse world or an insurance brokerage.
Who is the most influential person in wealth management today? You decide. Our annual tournament returns this month on WealthManagement.com. Readers can vote weekly on matchups of the industry’s biggest names to determine a winner.
This year’s Academy Awards nominees feature a number of fresh faces, including ten actors under 40. While some of these nominees are sure to fade into obscurity, some could join the ranks of the Hollywood elite.
Who is the most influential person in wealth management? You decide. Our annual tournament returns this month on WealthManagement.com. Readers vote weekly on matchups of the industry’s best to determine the winner.
To compile WealthManagement.com's ranking of the most influential brokerages on social media, we looked at the three biggest components of social media today: Twitter, Facebook and LinkedIn. Here's how the brokerages stacked up.
Social media increasingly influences how the public perceives a broker's firm, and advisors have every right to expect the firms will make the most of it. Here are the five firms with the most social media influence.