Useful research for the financial and wealth advisor.

Top 100 RIAs 2014 

  • Dec 9, 2014

    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

    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
  • Nov 25, 2014
    data table

    Top Advisor-Ranked Independent Broker/Dealers  

    Between Jan. 10 and Feb. 3, 2014, REP. surveyed a total of 2,649 advisors across 22 independent broker/dealers as part of the annual IBD Report Card to get their views on the industry and what they think about the firms they work with....More

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