Financial Planning Homepage | Financial Planning
4 days ago · Get Financial Planning's breaking and daily news coverage on topics including RIAs, practice management, financial planning news & insights from industry experts.
J.D. Power 2024 best financial advisor firms | Financial Planning
Mar 21, 2024 · Rising stock values lifted wealth management clients' grades for the largest firms in the industry, with a new winner of J.D. Power's Full-Service Investor Satisfaction Study benefitting the most.
IBD Elite 2024: The 15 largest independent brokerages - Financial …
Aug 15, 2024 · The perennial No. 1 firm, LPL Financial, is currently in the process of acquiring another company that made this year's list, Atria Wealth Solutions.. Major independent brokerages are certainly ...
Kitces, Moore say AI will not kill RIAs | Financial Planning
Oct 16, 2024 · Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.
J.D. Power announces 2021 best financial advisor firms - Financial …
Apr 15, 2021 · On the new scale in 2021, every firm’s overall satisfaction index on a 1,000-point scale fell by at least 84 points, and the distance between the firms at the top and bottom of the list doubled ...
Top independent broker dealers by revenue: IBD Elite 2020
Jun 30, 2020 · Even with Advisor Group growing under its $1.3 billion deal, the No. 1 firm kept the same position it has held for nearly 20 years. LPL Financial’s revenue surged 8% year-over-year in 2019 to $5 ...
J.D. Power announces 2022 best financial advisor firms - Financial …
Apr 14, 2022 · The giant wealth managers marketing their comprehensive financial advice are actually providing that service to just 14% of their clients, according to J.D. Power’s annual study.
A buyer's guide for advisor tools and tech | Financial Planning
Jan 24, 2024 · READ AND WATCH: Joel Bruckenstein is ready to celebrate 20 years of T3 in Las Vegas Among the more notable findings was a jump in market penetration for estate planning tools, more than tripling ...
FP Magazine - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
Refinanced student loans offer big returns — and risks
Jun 2, 2022 · Financial advisors can achieve up to 10.25% annual return, betting on recent college graduates who don’t want to damage their credit.