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Useful research for the financial and wealth advisor.

Top 30 Independent Broker/Dealers 2014 

  • Aug 28, 2014
    Datasheet

    2014 Advisor Trend Monitor Survey: Advisor Use of Alternative Investments  

    As more investors move into alternative investments in search of yield, diversification and return, this timely report provides an update on the use of these nontraditional asset classes....More
  • Aug 2, 2014
    data table
    REP.

    Top 30 Independent Broker/Dealers 2014  

    In the past, REP. has ranked broker/dealers by advisor headcount, a data point that shows, perhaps, how a firm is doing in the recruiting wars. But it’s not just a numbers game. So this year, the editors—along with industry analysts at Cerulli Associates—decided to look at another measure of firm success: assets per advisor....More

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