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
Advisor Group takes 'orphan' broker-dealer off the hands of John Hancock Financial Services.
The 5th Circuit Court of Appeals issued a mandate Thursday making its March 15 decision to strike down the regulation effective.
'Buckets of Money' adviser Raymond Lucia is entitled to a new hearing, court rules.
Morningstar report: Lack of data on fees, investments makes advice on rollovers costlier and more challenging for investors.
No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.