Industry news, trends and analysis.

Merrill Sets New $8 Million Bragging Target for its Top Brokers

  • Apr 22, 2014

    CFP Board Rolling out the Welcome Mat to Women

    If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. A new study by the CFP Board reports less than a third of women feel that firms’ culture make them feel welcome and respected. ...More
  • Apr 21, 2014

    You’re Going About Asset Allocation All Wrong

    Advisors who ignore non-financial assets such as human capital, pension wealth and home location in their asset allocation may be exposing clients to significant risks, according to Morningstar....More
  • Apr 17, 2014
    data table

    Most Influential IBDs in Social Media  

    As consumers increasingly turn to social media to shape their perception of a company or brand, advisors should be aware of their firm’s social media footprint. With numbers adjusted for the size of the firm and weighted, here are the most influential IBDs in social media....More
2014 IBD Report Card

We surveyed a total of 2,649 advisors across 22 brokerages to get their views on the industry and what they think about the firms they work with.  Browse the articles and galleries in this special section to see who makes the grade.

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