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
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What’s next for advisory technology? Tricia Haskins and Cassie Warrington of Fidelity discuss how to get the most from all of the latest technology innovations.
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Labor secretary Alexander Acosta gives DOL fiduciary rule supporters something to cheer about — at least for now
It won't be delayed beyond June 9, but there could still be wholesale changes to the rule in the future. (More: DOL Fiduciary Rule: What you need to know about Acosta's decision)
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