April 22, 2017« Back to Issue Archive
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The top 25 firms collectively reported a decline in revenue for the first time since the 2008 credit crisis, according to InvestmentNews' annual survey.
However, it's clear that the largest and most successful firms are carrying an outsize portion of success.
With more technology options available to clients, it's time for advisers to rethink what they charge for their services.
IBDs need to play a bigger behind-the-scenes role in helping advisers attract more client relationships.
The mid-sized IBD again allegedly failed to supervise sales, this time of UITS.
A look at how the top firms fared in 2016.