What We Offer ; A personal Wealth Management Mentor to guide you through our training and licensing program and home office support to help you build, manage and market your practice. ; Our proprietary Avantax Intelligent Tools technology platform to help you uncover tax savings and wealth management strategies unique to your clients. ; The Avantax Community of tax-focused Financial Professionals and access to training, conferences and regional Growth through Community meetings with your peers.
There are many types of independent financial planners, including registered investment advisors (RIAs) and broker-dealers. Learn which one is better.
Broker-dealers range in size from small independent boutiques to large subsidiaries of giant commercial and investment banks. There are two types of broker-dealers: A wirehouse, or a firm...
Join Independent Financial Group - your community-focused Independent Broker-Dealer & Registered Investment Advisor. Find your place with us.
When looking for someone to manage your money, you may hear about independent broker-dealers. Here's what that means.
As of March 2023, LPL Financial was the largest independent broker-dealer by gross revenue, with margins of roughly 8.6 billion U.S.
Independent broker-dealers and the nearly 150,000 individuals that affiliate with them as independent financial advisors serve millions of clients across the U.S. , reaching underserved communities and serving clients of various needs. They help their clients plan for retirement, pay for a child’s education, and protect against life’s unexpected events by advising on investment and other products. For financial advisors that choose this route instead of being an employee of a broker-dealer, ...
This statistic shows the leading independent broker-dealers as of October 2018, by assets under management.
April 4, 2024 • Eric Rasmussen ; There’s a concept in evolution called “punctuated equilibrium,” when long periods of stability and slow change are interrupted by cataclysms such as rising sea levels or mass extinction events that cause new species to branch off. Think of the meteor that brought about the decimation of the dinosaurs. Scientists now say that it also wiped out some competitive mammal groups, allowing our own mammalian forebears to bulk up and diversify, to be unleashed int...
2024 Independent Broker-Dealer Survey: The IBD Universe And Its Systemic Evolution ; 2023 Independent Broker-Dealer Survey: IBDs Invest In Reps' Succession ; 2022 Independent Broker-Dealer Survey: The Big Blur