Take Charge: The 2011 Broker-Dealers of the Year

By John Sullivan, Jamie Green
Source: AdvisorOne; Investment Advisor (Sept. issue)

 

This is an extended version of the article that appeared in the September 2011 issue of Investment Advisor announcing the independent broker-dealers who were named by their own reps as the 21st annual Broker-Dealers of the Year. They discuss regulations, technology, the new generation of advisors and product strategy, among other topics.

 

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