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
Today's retiree's expect so much from retirement than previous generations and advisers are in prime position to help their clients what's important and what's not.
Latest news & opinion
Subjects will be added to its Level I and II coursework for the first time next year.
Funds that are seeing inflows largely steer clear of sectors like utilities.
Company also set aside $114 million over fees for rich clients.
New sub-advised funds, offered exclusively through financial advisers, are intended to lower costs and provide 'greater flexibility.'
Charles Schwab's latest RIA Benchmarking Study reports organic growth is driving increased AUM and revenues.