| 2016 IBD Report Card The Top Broker-Rated IBDs 2016 WealthManagement.com’s IBD Report Card allows advisors to rate firms on a number of factors, with the average rating coming in at 9.1 on a scale of 1 to 10. |
WealthManagement.com Staff WealthManagement.com's annual IBD Report Card survey, now in its sixth year, asks advisors from independent brokerages to rate the firms they work with across a wide range of factors. Here are the results. |
This Week's Best David H. Lenok Clients are very concerned about the financial ramifications of getting Alzheimer’s—they’re just not doing anything about it. |
Ryan W. Neal The San Francisco tech giant is making a big play for financial advisors with its first industry-specific product. |
Diana Britton Someone claiming to be from the Internal Revenue Service called me twice today. Here’s what happened when I called them back. |
Reuters In an increasingly anxious world, more financial advisers are fine-tuning their bodies with yoga to clear their thinking and make the right financial choices. |
John T. Brooks and Jena L. Levin The infamous terrorists' last will and testament was recently made public. |
James Dougherty and Eric Fischer The proposed regulations respond to the initial concerns of many commentators and adopt several sensible rules that will ease some of the burden imposed by the new reporting requirement. |
Ed McCarthy Target-date funds either reach their most conservative equity allocation at retirement, or continue to shift assets in the years following. But neither definition tells you everything you need to know. |
Megan Leonhardt The Financial Industry Regulatory Authority levied a $500,000 fine against Raymond James earlier this week, alleging the St. Petersburg, Fla.-based firm caused newly recruited advisors to violate customer privacy. |
Ryan W. Neal The company says aggregation will improve its ability to deliver automated advice. |
Stephen Boswell and Kevin Nichols Taking a look at lessons from John Wooden, legendary coach and 10-time NCAA champion. |
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