The InvestmentNews Independent Broker-Dealer Technology Survey was conducted in August. 42 IBDs participated. Below is a snapshot of the technological spending and usage in the IBD channel. Visit InvestmentNews.com/bddata for complete profiles and financials of individual firms.
Latest research and trends from around the financial advisory business, updated regularly highlighting stats, charts, infographics and all things data.
How independent broker-dealers are utilizing technology today
A snapshot of the technological spending and usage in the IBD channel
Latest news & opinion
With equities at record levels, financial advisers are confronted with realities of greed and fear.
SEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors.
Taxpayers will be able to deduct state income taxes or state sales taxes in addition to property levies — up to a $10,000 cap.
Insurers are using 'hybrid' indices as a way to differentiate themselves, but critics contend the products are less transparent, more confusing and don't add financial benefit.
They say rule didn't go far enough and more stringent measures may be necessary.