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.
Sponsored by Schwab Advisor Services
Latest news & opinion
These next-generation leaders are raising their voices and gaining influence over financial advice regulation and legislation.
Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.
These are the top-paying jobs in the U.S., according to Glassdoor.
He pleaded guilty to securities fraud in 2017; charged clients excessive commissions.
Some individuals' benefits will begin automatically; others have to take action.