2015 IBD Report Card
By Diana Britton of WealthManagement
Why and How to Become a Certified Medical Planner™
***
***
Link: http://wealthmanagement.com/ibd-report-card
How This Survey Was Conducted: Between Jan. 14 and Feb. 25, 2015, REP. magazine emailed invitations to participate in an online survey to print subscribers and advisors in the Meridian-IQ database at over 80 independent broker/dealers. By Feb. 25, a total of 2,069 completed responses were received. Brokers rated their current employers on several items related to their satisfaction. Ratings are based on a 1-to-10 scale, with 10 representing the highest satisfaction level.
Note: Large IBDs, over 2,000 advisors: Cambridge, Cetera Advisor Networks, Commonwealth, LPL, Raymond James Financial Services, Securities America and Voya. Small IBDs, fewer than 2,000 advisors: CUNA Brokerage Services, Independent Financial Group, Investacorp, Investors Capital, NFP, Securities Service Network, Sigma, Signator, Summit, The Investment Center, United Planners and VSR.
More:
- Top IBDs with the Most Fiduciaries 2015
- Fiduciary Financial Advisor versus Non-Fiduciary FAs
- An Interview with Bennett Aikin AIF®
- Calling for CFP® Fiduciary Status, Real Education and Higher Duty
- Physician-Investors and the “F” Word
- The Uniform Prudent Investor Act versus Fiduciary Accountability
- Inside Occupy Wall Street: Financial Advisors’ View from the Inside
- From the investors’ POV: Wall Street is ‘Terribly Conflicted’
Read even more:
- SEC Charges Former JP Morgan Advisor With Looting $20M From Clients
- Is the CFP Fiduciary Promise for Real?
- Ex-LPL Advisor Borrowed $2.2M From Clients for Hawaii Dream House
- Already Contentious Fiduciary Debate Gets Hotter
- RIA Who Must Pay $48M: I Wasn’t a Fiduciary
Conclusion
Your thoughts and comments on this ME-P are appreciated. Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.
***
***
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com
OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:
- PRACTICES: www.BusinessofMedicalPractice.com
- HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
- CLINICS: http://www.crcpress.com/product/isbn/9781439879900
- ADVISORS: www.CertifiedMedicalPlanner.org
- FINANCE: Financial Planning for Physicians and Advisors
- INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors
- Dictionary of Health Economics and Finance
- Dictionary of Health Information Technology and Security
- Dictionary of Health Insurance and Managed Care
