If relationships are the heart of the advisory business, technology, it could be argued, is the circulatory system, ensuring the information that supports the relationship goes where it’s needed without trouble.
In that respect brokerage firms a...
Most relationships between independent brokers and their firms are working out well. In WealthManagement.com’s fourth annual Independent Broker/Dealer Report Card, a survey that lets advisors from independent brokerages rate their firms on a...
Advisors’ perspective on their current firms is strongly influenced by what kind of firm they came from. REP.’s 2014 Independent Broker/Dealer Report Card found that almost 40 percent of advisors at IBDs have worked with another IBD previous to t...