The women on WealthManagement.com's Top 25 Women RIAs list are more than just advisors, of course. They are entrepreneurs, owning at least 25 percent of some of the largest RIAs around the United States.
The Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management....More
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.
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More