Firms are investing in technology but also must consider advisor training
Many advisors question how effectively their suggestions are acted upon
Advisors worry about hacks to client data, but also about human error
Offering generic or limited practice-building tools can lead to displeased advisors
Support for both financial planning and succession planning by advisors remain areas of interest
Results were relatively consistent in this year's Report Card, but advisors at firms undergoing management shuffles expressed uncertainty
Methodology for the Brokerage Report Card 2024
How investment advisors rated their firms’ support offerings and tools
Average AUM rose slightly while assets per household grew by 6%
The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences