IBD Report Card

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Highlights

Advisor Satisfaction in IBD Space Remains High

May 03, 2019

The markets in 2018 ended with a whimper, but advisors say their businesses thrived, with productivity up 12.4% and assets under...

The State of Affairs

Mar 30, 2018

Advisors at independent brokerages across the country are largely happy where they sit, as overall satisfaction...

Editor's Letter: April 2017

May 09, 2017

The Future of Independent Broker/Dealers

2024 Best of the Best

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The 2017 Independent Broker/Dealer Report Card

Apr 06, 2017

Scores trended down in the 2017 Independent Broker/Dealer Report Card Survey for the second year in a row.

Delay or Not, IBDs Moving Toward a Fiduciary Future

Apr 05, 2017

According to WealthManagement.com's annual Independent Broker/Dealer Report Card Survey, advisors say they're prepping for a best-interest standard no matter what.

The Top Broker-Rated IBDs 2016

Mar 08, 2016

Volatile markets, continuing fee compression and changing regulatory frameworks have created challenges for advisors. And while many are taking these changes in stride, their overall satisfaction with their independent broker/dealers dimmed...

2016 IBD Report Card: A Deeper Look

Mar 08, 2016

Next: What Does Today's IBD Advisor Look Like? Click Here to Continue

2016 Independent Broker/Dealer Report Card

Mar 07, 2016

Independent brokers are still largely satisfied with the firms they affiliate with, though scores have dropped slightly over...

2016 IBD Report Card: What Does Today’s IBD Advisor Look Like?

Mar 07, 2016

In its sixth year, the annual WealthManagement.com Independent Broker/Dealer Report Card emailed an online questionnaire to pr...

2016 IBD Report Card: Are Rich Advisors Happy Advisors?

Mar 07, 2016

More money, more problems? For financial advisors at the independent broker/dealers surveyed in WealthManagement.com’s 201...

2016 IBD Report Card: Going, Going, Gone? Not Quite

Mar 07, 2016

Larger Firms More Prone to Lose Advisors

2015 IBD Report Card: Overall Experience Ranking

Mar 31, 2015

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2015 IBD Report Card: Operational and Service Support Ranking

Mar 31, 2015

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