The industry’s top performers are anything but this year, as average AUM and productivity among the top 20% of brokers is down year-over-year. However, the remaining 80% of brokers recorded a strong gain in average AUM and productivity (includes chart)
New income ETF from Jovian
This firm focuses on providing services such as estate planning, insurance planning and tax planning to those who need it
Although small firms laud regulators’ efforts in communications, they are still concerned about their fees