About the B-D Data Center
For only $39/month or $199/year, advisers can take advantage of the full B-D Data Center and all of its advanced data points and exclusive data download capabilities. Subscribe here.
Hurry! Special offer ends May 31: Advisers are eligible for a FREE One-Week Trial.
The InvestmentNews BD Data Center is your doorway to information and intelligence about the independent broker-dealer industry.
Our proprietary data includes critical information on more than 100 of the most influential independent B-D — firms that have a combined 123,000 financial advisers and more than $1.7 trillion in client assets.
Use our industry rankings to quickly view the largest, fastest growing, highest paying and most profitable B-Ds, or take advantage of our custom rankings feature to create your own industry snap-shot across dozens of data points.
If you're a financial adviser looking to make a career move within the independent B-D channel, or if you're looking to examine trends among the industry's largest players, the InvestmentNews Data Center contains all of the tools to meet of your information needs.
Use our Find a B-D tool to filter through the universe of broker-dealers by size, typical payouts, clearing firms used or simply by location.
Subscribers to the B-D Data Center will also get exclusive access to advanced details on every independent broker-dealer – details that will show exactly how these firms generate their revenues, how they compensate their financial advisers, and what types of fees and charges advisers have to pay once they're affiliated with a specific firm.
All of this information is available for subscribers to seamlessly download into Excel files directly from the B-D Data Center.
So please take a moment to explore the B-D Data Center and allow InvestmentNews to power your industry intelligence.
Commission accounts could be preferable for some clients, and advisers could be incentivized to move from employee broker-dealers to independent channels.
Latest news & opinion
Questions remain about long-term effectiveness of wirehouse's move away from recruiting experienced brokers.
But long-term, the agency may get around questions of constitutionality by changing the way it brings on administrative law judges.
Private equity backing could fuel acquisitions by the large RIA.
While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.
The provision is tricky, but could provide advisers and business-owner clients with sizable tax savings.