Research

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Useful research for the financial and wealth advisor.

The Best of the Best of 2014

  • Jan 16, 2015
    blog

    Where Advisors are Looking to Fund Succession Plans

    Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it?...More
  • Jan 2, 2015
    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

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