The 2020 Broker-Dealer Reference Guide: Best in the Business
WEBMay 27, 2020 · FINRA’s latest figure for the total number of broker-dealers is about 3,500 — down from roughly 4,700 a decade ago and representing a drop of over 100 BDs on average each year. The overall ...
Annuity Types and Basics Every Advisor Should Know: A Cheat …
WEBMay 13, 2022 · 2 Main Types of Annuity Payout Options. Deferred: This refers to when payouts begin. In this case, payouts are delayed until a future date. This gives money in the account time to grow.
Investment Advisor Magazine | ThinkAdvisor
WEBFree unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical ...
What the RIA Industry Looks Like Now, in 10 Charts
WEBJun 23, 2023 · The number of clients using asset management services increased in 2022 to a record high of 54.3 million, a gain of 2.1%, according to the report. Other stats show that 91.7% of advisors employed ...
11 Annuity and Tax Questions, Answered | ThinkAdvisor
WEBSep 15, 2022 · 2. What are the different types of fixed annuities? There are three classes of fixed annuities: fixed immediate annuities, fixed deferred annuities, and fixed deferred income (“longevity ...
Building Your Financial Advisory Business | ThinkAdvisor
WEBMay 30, 2024 · Connect with ThinkAdvisor. Content and coverage designed to help financial advisors build and grow successful practices.
Investment Advisor Industry Grows for 9th Consecutive Year
WEBJun 28, 2021 · In 2020, the number of SEC-registered investment advisory firms increased 2.9% year over year to 13,880 firms. Assets under management grew 13.8% to $110 trillion. Industry assets have increased ...
Investment Advisor December 2022/January 2023
WEBRead the latest issue of Investment Advisor, featuring insights on the inverted yield curve, disability insurance, twin advisors fraud, mega-donors and vaccine coverage.
The New Financial Planning Process That Saves Time
WEBQ&A November 28, 2022 at 03:15 PM Share & Print. A trend toward collaborative financial planning, facilitated by sharing planning software onscreen via Zoom, is empowering clients and speeding up ...
Top 10 Advisor-Sold 529 Plans | ThinkAdvisor
WEBApr 8, 2019 · It offers a 25-question exam on college planning and funding topics, and advisors who pass receive a “529 Pro” badge on their profile. Check out the slideshow above for the 10 best RIA 529 ...
Skip to content
