RESEARCH

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Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality

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Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?

Young Advisors To Watch In 2023

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Younger advisors have had to imagine a new world for themselves (and then inhabit it).

2023 Independent Broker-Dealer Survey: IBDs Invest In Reps' Succession

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As the world changes, the bonds tying broker-dealers to their reps might have to be broken to be reset.

2022 RIA Survey & Ranking: Goodbye To All That

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Is this the end of “too much of a good thing” in the RIA space?

Young Advisors To Watch In 2022

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These are the advisors young enough to reimagine the industry, and Covid-19 reaffirmed a lot of their hunches about how that future will look.

2022 Independent Broker-Dealer Survey: The Big Blur

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Broker-dealers are trying to look more like RIA custodians, but it was the fees they charge, sometimes opaque ones, that helped them win big during the pandemic.

Young Advisors To Watch In 2021

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Young professionals are dealing with a different world than their predecessors. Covid only accelerated that.

2021 Independent Broker-Dealer Survey: IBDs Navigate The Pandemic

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A market upswing helped save this industry in 2020 and recruiting kept its pace.

Young Advisors To Watch In 2020

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As younger advisors try to steer a course for their own careers, they also show that the industry itself is changing.

2020 Independent Broker-Dealer Survey: Changing Times, Changing Tides

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Independent broker-dealers take a page from the RIA handbook.

2019 RIA Survey & Ranking

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After coming through a choppy 2018 with flying colors, the RIA industry is becoming a fast-consolidating food chain.

The Young & The Bold: Young Advisors To Watch In 2019

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Abandoning AUM fees, many younger advisors are creating their own business models.

2019 Independent Broker-Dealer Survey: IBDs In Lush Times

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The economic environment is making life sweeter for broker-dealers, but it favors the big ones.

2018 RIA Survey & Ranking

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RIAs are being forced to keep up with an industry whose clients and technologies are rapidly evolving.

Young Advisors To Watch In 2018

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These young advisors are finding creative ways to build their firms in the face of changing demographics.

2018 Independent Broker-Dealer Survey: The Big Rethink

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Amid vast industry changes, broker-dealers must consider reinventing themselves.

Study Finds African-Americans Desire Financial Education More

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A MassMutual study shows African-Americans have a greater interest in financial education than peers.

2017 RIA Survey & Ranking

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It's said that business doesn't like uncertainty, yet many RIAs have benefited from turbulent times.

Young Advisors To Watch In 2017

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FA recognizes 10 advisors who are making a name for themselves in the profession.

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