In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
The firm’s global wealth management business earned $216.5 million
AIMCo names interim CEO, plus a slew of advisor team moves
No one can predict what markets will do over the next four years, but there are items to watch
From changing firms to starting new groups, advisors are making moves
Fees from investment banking, wealth management boost bottom lines
Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says
This roundup includes a mix of industry veterans who have chosen new firms or ventures