Racking up advisor headcount is all fine and good, but the largest advisors by production and AUM are the ones really coveted by the independent b/d world. Here are the largest IBDs by asset count.
Source: Cerulli Associates
Always on time, never complains and never takes a sick day: How virtual assistants are helping some financial advisors cut through the clutter of the day.
Office managers should help advisors understand that the immediate needs of clients who suddenly come into riches have nothing to do with financial planning.