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    The Most Influential Brokerages on Social Media

    Social media increasingly influences not only how the public perceives a broker’s firm, but also how investors find and evaluate financial advisors....More
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    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
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    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

    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.

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