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J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 — 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
WEBRead the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
$36B wealth manager eyes credit union expansion with LPL
WEBJune 22, 2021, 9:29 a.m. EDT 3 Min Read. With its mega-move to LPL Financial, a wealth manager and insurer aims to expand access to planning services among members of credit unions. Tobias ...
ProEquities rebranding to Concourse Financial Group Securities ...
WEBJun 18, 2021 — ProEquities to rebrand as insurer merges ‘siloed’ firms. By Tobias Salinger. June 18, 2021, 5:04 p.m. EDT 3 Min Read. A midsize wealth manager owned by the U.S. subsidiary of a giant global ...
J.D. Power announces 2020 best financial advisor firms - Financial …
WEBMar 26, 2020 — Perennial contender RBC beat out Fidelity Investments, Edward Jones, Charles Schwab and Raymond James to take the top spot in J.D. Power’s 2020 survey of full-service investor satisfaction. Voya ...
J.D. Power announces 2019 best financial advisor firms - Financial …
WEBMar 14, 2019 — Edward Jones. 2019 ranking: 1. 2018 ranking: 2. 2019 score (on 1,000-point scale): 853. 2018 score: 866. 2019 vs. 2018: -13. Tobias Salinger. Chief Correspondent, Financial Planning. Client ...
LPL completes $300M Waddell & Reed deal | Financial Planning
WEBMay 5, 2021 — LPL beats retention expectations in $300M Waddell & Reed deal. The nation’s largest independent broker-dealer is learning how to get bigger better. For reprint and licensing requests for this ...
Registered Investment Advisor News | Financial Planning
WEBMember of Nobel family invests in U.S. wealth firm. Alfred Nobel was the inventor of dynamite and founder of the annual prizes. By Ben Stupples. August 22. Latest news and insights on RIAs ...
How to build the best practice website - Financial Planning
WEBMar 19, 2021 — With prospective clients increasingly searching online for financial advisors, many practice websites desperately need an overhaul, wealth management marketing experts say. Tobias Salinger. Chief ...