The 2017 Broker-Dealers of the Year Get Real on Tech
The broker-dealer leaders discuss which technology systems they can do without.
What Matters to Reps: 2017 Broker-Dealers of the Year on Recruiting
At the 2017 Broker-Dealers of the Year roundtable in Chicago, we asked the winners to tell us what they were hearing in recruiting meetings.
Recruiting and the Role of Technology: 2017 Broker-Dealers of the Year
As broker-dealers face increasing consolidation and pricing pressures, technology has emerged as a way for firms to add scale and efficiency.
Consolidation and the Future of BDs: 2017 Broker-Dealers of the Year
The 2017 Broker-Dealers of the Year share their vision for the BD industry over the next five years.
American Portfolios' Lon Dolber on Advisors & 'Life at 100'
As robo-advisors drive down the cost of managing money and boomer clients' life expectancy gets longer, advisors have to wonder if they can support a business at 100 basis points all in.
Cybersecurity and Serving Clients: 2017 Broker-Dealers of the Year
At the 2017 Broker-Dealers of the Year roundtable in Chicago, the discussion turned to cybersecurity and what firms can do to protect themselves when their biggest risk is something they can’t control: clients.
Post-Harvey, How Broker-Dealers Are Supporting Their Advisors
We talked with some of our 2017 Broker-Dealers of the Year to learn how they’re helping their advisors affected by Harvey.
The Rules and the Runners Up: 2017 Broker-Dealers of the Year
Work on the Broker-Dealers of the Year officially starts in March when we begin collecting performance information from firms for our Broker-Dealer Reference Guide.
Rock Solid: The 2017 Broker-Dealers of the Year
Executives from the four top BDs traded views on everything from succession planning to fees, commissions, regulation, RIA issues and charitable giving.
Destination Unknown: The 2017 Broker-Dealer Presidents Poll
Despite the complexity and ambiguity of Labor's fiduciary rule, broker-dealer leaders remain cautiously upbeat.