Welcome to the InvestmentNews hub for exclusive data, rankings and research on the financial advisory and investment industry. For comments or suggestions, please contact the IN Data Team.
A ranking of clearing firms based on the number of their broker-dealer clients
A ranking of custodians determined by the number of their RIA custody clients.
A list of colleges and universities with a financial-planning curriculum that satisfies CFP Board's education requirement
Major trade associations in the financial advisory space
The most popular software products among independent broker-dealers
Recruitment and financial data on more than 100 independent broker-dealers
A list of the largest clearing firms, ranked by the number of their broker-dealer clients
A list of independent broker-dealer exits from March 2010 to the present
The insurance providers that independent broker-dealers most frequently recommend
A directory of the major full-service brokerage firms.
The latest staffing and production information on the largest brokerage firms
Rankings of the leading participating variable annuity issuers
Rankings of listed and nonlisted real estate investment trusts
Rankings of the best- and worst-performing funds by category and by sector
U.S. counties ranked by income per capita, household income and job earnings
The largest section 529 college savings plans, ranked by net assets
Latest rankings and performance of exchange-traded products
The latest rankings of the lowest-cost and best-performing ETFs
A ranking of the largest life insurance companies and a directory of long-term care carriers
By market, ranked by first-quarter returns
An interactive rankings tool providing access to key information on fee-only registered investment advisers
A ranking of custodians used by the number of RIA custody clients
States with the most assets managed by fee-only registered investment advisers
Ranked by total assets under management
The results of an InvestmentNews survey disclose advisers' strategies for creating retirement income plans for clients
The results of an InvestmentNews survey reveal the most popular technology and software products with financial advisers
The results of an InvestmentNews survey show the profile of a "typical" female client and the differences between male and female advisers' clientele
The results of an InvestmentNews survey illustrate advisers' use of social media both personally and professionally.
This InvestmentNews survey paints a picture of today's advisers, their firms and clients, as well as their opinions on politics and regulation.
The results of an InvestmentNews survey disclose how advisers recommend and use 529 plans
The results of an InvestmentNews survey reveal advisers' thoughts on SEC regulations aﬀecting the ﬁnancial advisory industry
- May 17 - Brett Langer, Keith Bandettini, Beverly Cox, Will Gingell
Joining: SCF Securities
- May 14 - Gary Bouch
Joining: Waddell and Reed
- May 14 - Tricia Gunter
Joining: Waddell and Reed
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC