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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The Baltimore-based mutual fund giant is more aggressively targeting financial advisers with a beefed-up wholesale crew and placement on custodial platforms.
The Internal Revenue Service issued inflation adjustments to more than 50 tax provisions for 2018.
Mandated contributions to Roth accounts would likely only be partial, as opposed to having a full repeal of pre-tax accounts.
Discount broker buying second-tier custodian for $275 million.
Market milestones keep falling like dominoes, with 51 records broken so far this year.