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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Latest news & opinion
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Robo-software provider lets investors donate directly from their accounts, and will not charge charities with less than $1 million on the platform.
Vereit, formerly American Realty Capital Properties Inc., is selling Cole Capital as it exits the nontraded REIT business.