The firms on the 2013 “Leaderboards” were ranked based on self-reported data about their employee advisor channel. The data was gathered in a survey by OnWallStreet’s editorial team, and was announced on June 1.
“This year’s top performers took the steps necessary to ensure they reap rewards as markets hit new highs. However, rather than relying on the markets to carry them forward, these top firms are eyeing the road ahead and making the necessary preparations to thrive, no matter what comes next.”
According to Mason Braswell and Lorie Konish of OnWallStreet the top firms are investing in initiatives such as training programs, expanding technology infrastructure to meet the demands of increasingly tech-savvy advisors and clients, and sharpening their regulatory response to address the next round of reforms quickly and efficiently. And they are doing it while maintaining a consistent commitment to their clients’ success.
See the results here: https://bit.ly/10TLTdW