J.D. Power announces 2021 best financial advisor firms - Financial …
2021年4月15日 · 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.
Meet the CRPC, a major retirement planning credential
2023年10月19日 · Who should get the CRPC. The chartered retirement planning counselor certification allows advisors to help individuals and families with their personal financial planning needs around retirement ...
J.D. Power 2024 best financial advisor firms | Financial Planning
2024年3月21日 · 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* ...
J.D. Power announces 2022 best financial advisor firms - Financial …
2022年4月14日 · 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 ...
How AI is transforming wealth management | Financial Planning
2023年11月8日 · Wealth management Practice and client management Artificial intelligence Fintech. Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered ...
Top independent broker dealers by revenue: IBD Elite 2020
2020年6月30日 · Year founded: 1968. Chief executive: Dan Arnold. Total 2019 revenue: $5,624,856,000. % change year-over-year: 8.4%. 2019 ranking: #1. 2018 ranking: #1. Tobias Salinger. Chief Correspondent ...
IBD Elite 2023: The 15 largest independent brokerages - Financial …
2023年9月12日 · 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 ...
Fidelity launches new bundled pricing for advisor platforms
2024年8月5日 · The moves announced on August 5 include what Fidelity calls an all-in-one tech stack so RIAs can access the firm's brokerage platform Wealthscape, the financial planning services of eMoney, and ...
The 6 funniest wealth management jokes of the year — and a song
2023年12月20日 · The first bowl has a sign that says, "Financial Advisor Brains - $25/ounce." The second bowl says, "Physician Brains - $50/ounce." And the third bowl says, "Economist Brains - $1,000/ounce." The ...