J.D. Power's 2019 Financial Advisor Satisfaction Survey found Commonwealth Financial was the top-ranked firm for satisfaction among independent advisors, while Edward Jones took the top spot for employee advisors.
Firm upgrades the team tasked with driving data science and analytical insights to help its advisors run more efficient businesses.
In a letter Tuesday, the American Securities Association accused the CFP Board of subverting the SEC's authority.
PacNorth Retirement Group is joining the IBD from Raymond James and cited its integrated platform as an important part of the decision.