Several members of the IFS team had the pleasure of participating in Pershing’s INSITE 2019 last week in Phoenix. The conference featured 36 breakout sessions, 4 professional development workshops, 48 showcase stage presentations, a booming exhibit hall and a wealth of “inspiration, learning and networking.” Our CEO Tim Parsons and Managing Director of Product Strategy Ray Mulligan, along with Account Director Shaun Christensen, braved the desert to attend the financial advice community’s leading conference. As scorching as the weather was, we also got to take part in showing off some sizzling technology and participate in hot conversations around digital transformation, client onboarding and so much more. Here are our top takeaways from INSITE 2019:
Based on 2018 revenue data, we have compiled a list of the top 5 broker dealers/networks for 2019, and the usual suspects dominated the top of the list once again. LPL Financial, Ameriprise Financial Services and Raymond James were first, second and third, respectively, which mimics 2018 rankings exactly. Cetera Financial Group and Advisor Group's member firms combined revenues bring them into the fourth and fifth positions.