The results of Investment Executive’s 2019 Brokerage Report Card show firms and advisors have stepped up their game over the last 12 months
May 2, 2019
The results of Investment Executive’s 2019 Brokerage Report Card show firms and advisors have stepped up their game over the last 12 months
May 2, 2019An overview of the 2019 Brokerage Report Card results
Products and services for wealthy clients could be bolstered
How investment advisors rated their firms
The average advisor saw higher AUM and productivity, and more client households
Whether or not a firm will thrive or dive depends on whether executives act on advisor feedback
Clarity from firms on available options may be the key to change
Advisors aren't prioritizing online tools as much as firms may think
As investor needs shift, advisors are embracing a comprehensive look at their clients' finances
Advisors also shared how firms could help further
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms