More in Research

  • 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
  • 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
  • Nov 25, 2014
    data table
    REP.

    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
  • Nov 7, 2014
    Exclusive

    Report: Advisor Succession Strategies and Perspectives

    Surprisingly, as the average age of financial advisors continues to grow, so too does the percentage of advisors who don’t have a plan in place to hand over the reins when the time is right (now nearly two-thirds of all FAs).
  • Nov 4, 2014
    data table
    REP.

    Top 100 RIAs 2014  

    REP.'s Top 100 RIA list was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management....More
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