WealthManagement.com, through REP. magazine, has been a leader in putting together lists of wirehouse and independent advisors and broker/dealers for decades. Now we're looking back at those lists and putting them all in one place.
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
Building a business in the RIA space can take many forms. While the top ten firms may look vastly different, you can't argue with their success and rapid growth to reach the top echelons of the industry.
View the Top 100 list.
In 1989, Registered Representative magazine profiled eight rising stars, highlighting their rapid growth business strategies. Now we've tracked down these brokers to see where they ended up 25 years later.
Advisors on the Top 40 Wirehouse Advisors Under 40 list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list....More
In this issue we highlight ten individuals we think bear watching over the next year, both because of the specific things they are doing, but more broadly because of the changes taking place in the industry that they represent....More
So far this year, 136 new IPOs have been filed, which stand to create a lot of new wealth for tech entrepreneurs. Where are these new companies cropping up? Here are the top 10 technology hubs in 2014.
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More