Check out the trends from the past five years across the brokerage firms
Advisors who responded yes to “Are you a member of a team?” (with all team members defined as registered financial advisors) from 2018 to 2022
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Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
Many trusts may need to amend 2024, 2025 tax returns
Social relationship with regulator's key witness in case leads to recusal
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
Plus, new emerging market, target-date and tech funds, and a raft of fund changes