Third-Party Research


Browse third-party research from partners.

Increased Trust Drives HNW Investors' Increased Risk

  • Jan 16, 2015

    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
  • Oct 31, 2014

    Half of RIAs Looking to Make a Deal

    About half of RIAs are looking to make at least one acquisition this year, with succession planning and scalability acting as the biggest drivers....More
  • Sep 15, 2014

    Invest in Your Health to Secure Retirement Wealth

    A new study by Merrill Lynch and Age Wave shows that over half of retirees had to retire earlier than planned because of health problems—one in three because of health problems....More
  • Sep 10, 2014

    Most Americans Not Interested in Financial Advice

    A majority of Americans aren’t interested in getting financial advice—about 65 percent, according to a recent TIAA-CREF survey....More
  • Sep 2, 2014
    data table

    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 Poll

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