Social media increasingly influences how the public perceives a broker's firm, and advisors have every right to expect the firms will make the most of it. Here are the five firms with the most social media influence.
Is it difficult to succeed as an independent rep of a broker/dealer? Is it an industry of old men? Try telling that to the advisors on this list. Here are the top 20 IBD advisors in the country, with substantial books of business and who have yet to hit middle age.
The annual Broker Report Card shows that advisors were, overall, feeling better about where they work. The average approval rating of 8.1, on a scale of one (lowest) to 10 (highest), almost reaches pre-crisis levels. But individual firm scores still varied widely. Check out how the firms stacked up this year and why.
Today financial advisors across the U.S. earn a median yearly wage of $67,500. Our research here shows advisors in the Northeast are making more on average than their peers in other regions, while advisors in more rural locales are struggling far below the national average.
Many within the industry perceive the wirehouses as old and stodgy, but as this year’s list of Top 40 Wirehouse Advisors Under 40 proves, these firms are full of young talent, each with billions of assets under management. This year, the top ten advisors averaged 36.9 years old, while the average age of advisors within the wirehouses currently sits at 51, according to Cerulli Associates' 2012 data. See who made the list.
Many within the industry perceive the wirehouses as old and stodgy, but as this year’s list of Top 40 Wirehouse Advisors Under 40 proves, these firms are full of young talent, each with billions of assets under management....More
Women advisors still make up a small fraction of the industry, but the women on this list show that their influence in wealth management is growing. Here’s a ranking by AUM of the top female FAs in wirehouses....More
What do wirehouse advisors think of their firms? WealthManagement.com surveyed 3,402 advisors asking them to dish the dirt on their firms, telling us what they liked and what they don't. Here are some of the results.
While some argue 2009 brought a “perfect storm” for recruiting for IBDs, recruiting is down from 2010, as margins are squeezed and the cost of compliance has risen significantly. But these firms, ranked by 2011 headcount, are still on top....More
REP.’s Top 25 Investment Bank-Affiliated Advisors list was assembled using data from the Meridian-IQ database (in which REP.’s owner, Penton Media, has a stake). Advisors were ranked by their total assets under management....More
In an industry still largely dominated by men, the women on this list are trailblazers. Ranked by assets under management, they are owners of some of the largest RIAs around, making them not only top wealth managers but also savvy entrepreneurs....More
Many advisors dream of transitioning their business, but fear of the unknown can often leave those dreams on the backburner. With this webinar, you can improve your odds of making the right decisions by learning firsthand from the experience of others....More
Despite recent political clashes and economic headwinds, our company-by-company global research efforts are uncovering long-term emerging markets opportunities. Join us for a look behind the headlines to gain a ground-level investment view with Noriko Chen, a portfolio manager for the American Funds Developing World Growth and Income FundSM, and Christopher Ryder, a Capital Group equity investment specialist....More
As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you've built with your clients, which commands time and commitment to ensure a successful transition near the end of your career....More