FP50: Which Independent Broker-Dealers Had the Highest Revenue Growth?
A total of 36 firms managed to increase their revenue. Listed here are the ratings according to revenue growth.
The two firms are among the many wealth managers now being sued over allegations that they failed to obtain fair returns for their clients on their uninvested cash.
In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising campaign, LPL Financial's ongoing recruitment court battles against rival Ameriprise and more.
AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.
The president of Merit Financial Advisors said deciding to merge her previous firm instead of following a succession plan allowed her to shift perspective.
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.
In trying to claim the title "No. 1 global wealth manager," Citi is putting a lot of stock in its ability to secure client referrals through its bank. Will it be enough?