Considering changing firms, making a new hire or exploring an acquisition? The Adviser Center gives you easy access to firm resources, payouts, assets under management and more.

The Adviser Center

Wirehouses are losing the war for client assets

Firms like Schwab are raking in assets at a much faster clip than the big brokerages.

New pay model threatens wirehouse brokers

As some wirehouses hire more salaried advisers, speculation mounts that the traditional way of compensating brokers is being threatened.

Private equity loves IBDs, but will that last?

Three big acquisitions in less than a year signals renewed life in the formerly beleaguered industry.

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    Greenwood Village, CO

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    RIA Data Center

    1Financial Engines Advisors$169,000,000,000
    2Fisher Investments$96,031,566,281
    3Chevy Chase Trust Company$29,990,558,415
    4Aperio Group$23,817,171,327
    5Edelman Financial Services, LLC$21,729,061,354
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    Latest news & opinion

    SEC sets June 5 date for vote on Regulation Best Interest

    Commission adds new item to agenda: Interpretation of broker guidance that qualifies as advice

    House passes SECURE retirement bill with massive bipartisan support

    The measure allows small employers to band together to offer plans and raises the RMD age. Another provision eases use of annuities in 401(k)s, which critics say goes too far

    10 IBDs with the most annuity revenue

    Here are the independent broker-dealers that brought in the most annuity revenue last year.

    DOL sets date to propose new fiduciary rule

    The regulation, expected in December, likely will be contoured to the SEC's new advice standards.

    LPL expanding platform to include employee brokers

    The largest IBD in the country has agreed to buy a small broker-dealer in Florida to kick off the new effort.


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