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
What does it take to lead a high performing team? Are you seeing the kind of ROI from your next gen advisors that you need to? Do you know what you need to do to ramp up next gen performance quickly and efficiently? There are ways to support the efforts of your next gen team to be more productive in less time, but you have to know the secrets to leading a high performance team....More
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More
Small-cap growth stocks have turned in strong performances year to date, but various macroeconomic events and cross currents exist in today's market environment. Learn what's behind the gains and where the opportunities for small-cap stocks can be found going forward....More