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Useful research for the financial and wealth advisor.

Top 100 RIAs 2014 

  • Dec 19, 2014
    data table
    REP.

    Top 50 NextGen IBD Advisors  

    Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management....More
  • Dec 9, 2014
    Education

    Advisor Succession Strategies and Perspectives

    Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future.
  • Dec 2, 2014
    data table
    REP.

    The Top 100 Wirehouse Advisors  

    Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms....More

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