Financial Planning Homepage | Financial Planning
Get Financial Planning's breaking and daily news coverage on topics including RIAs, practice management, financial planning news & insights from industry experts.
J.D. Power announces 2021 best financial advisor firms - Financial …
Apr 15, 2021 · Edward Jones bests Stifel, Fidelity and RBC in J.D. Power’s client satisfaction survey; Prudential, Advisor Group and Merrill Lynch tumble to bottom. By Tobias Salinger. April 15, 2021 8:00 AM ...
FP Magazine - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
J.D. Power 2024 best financial advisor firms
Mar 21, 2024 · Between January 2023 and January 2024, J.D. Power spoke with 9,951 investors who said they work with an advisor or team of advisors. 24. Equitable Advisors. 2024 ranking: 24. 2023 ranking: N/A* ...
IBD Elite 2024: The 15 largest independent brokerages - Financial …
Aug 15, 2024 · Chief executive: Adam Antoniades. *After acquiring previous No. 14 firm Avantax last year in a deal that took it private and valued the tax-focused wealth management company at $1.2 billion ...
J.D. Power announces 2022 best financial advisor firms - Financial …
Apr 14, 2022 · UBS beats out Vanguard, Schwab and Northwestern at the top of J.D. Power’s client survey; TIAA, Prudential and LPL get lowest scores. By Tobias Salinger. April 14, 2022 8:00 AM. The giant wealth ...
A buyer's guide for advisor tools and tech | Financial Planning
Jan 24, 2024 · Among the more notable findings was a jump in market penetration for estate planning tools, more than tripling since 2022, from 10.95% to 39.32%. The explanation, Bruckenstein said, was simple ...
Top mutual funds of the decade | Financial Planning
Oct 25, 2023 · No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And ...
Top 40 Financial Advisors Under 40 | Financial Planning
Top advisors reveal how wirehouses can retain the best young talent. Four winners of this year's Top 40 Brokers Under 40 overall and regional lists, from Morgan Stanley, Merrill Wealth Management ...
IBD Elite 2023: The 15 largest independent brokerages
Sep 12, 2023 · Client account assets: $1.11 trillion. Year founded: 1989. Chief executive: Dan Arnold. Tobias Salinger. Chief Correspondent, Financial Planning. IBD Elite 2023 Wealth management Earnings LPL ...