Brokerage Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 28 Oct 2024 16:51:37 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Brokerage Report Card – Investment Executive https://www.investmentexecutive.com 32 32 Gaps remain for client relationship resources https://www.investmentexecutive.com/newspaper_/brokerage-report-card/gaps-remain-for-client-relationship-resources/ Wed, 05 Jun 2024 13:23:00 +0000 https://www.investmentexecutive.com/?p=486901 Firms are investing in technology but also must consider advisor training

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]]> Communication challenges still hamper advisors and firms https://www.investmentexecutive.com/newspaper_/brokerage-report-card/communication-challenges-still-hamper-advisors-and-firms/ Wed, 05 Jun 2024 13:22:00 +0000 https://www.investmentexecutive.com/?p=486902 Many advisors question how effectively their suggestions are acted upon

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]]> Cybersecurity: Mostly a safeguard, sometimes an obstacle https://www.investmentexecutive.com/newspaper_/brokerage-report-card/cybersecurity-mostly-a-safeguard-sometimes-an-obstacle/ Wed, 05 Jun 2024 13:21:00 +0000 https://www.investmentexecutive.com/?p=486905 Advisors worry about hacks to client data, but also about human error

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]]> Firms shouldn’t underestimate advisors’ business needs https://www.investmentexecutive.com/newspaper_/brokerage-report-card/firms-shouldnt-underestimate-advisors-business-needs/ Wed, 05 Jun 2024 13:20:00 +0000 https://www.investmentexecutive.com/?p=486909 Offering generic or limited practice-building tools can lead to displeased advisors

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]]> Planning still in the spotlight https://www.investmentexecutive.com/newspaper_/brokerage-report-card/planning-still-in-the-spotlight/ Wed, 05 Jun 2024 13:19:00 +0000 https://www.investmentexecutive.com/?p=486908 Support for both financial planning and succession planning by advisors remain areas of interest

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]]> Brokerages seek balance amid changes in leadership, strategy https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerages-seek-balance-amid-leadership-strategic-change/ Wed, 05 Jun 2024 13:18:00 +0000 https://www.investmentexecutive.com/?p=486900 Results were relatively consistent in this year's Report Card, but advisors at firms undergoing management shuffles expressed uncertainty

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]]> How we did it: Brokerage Report Card https://www.investmentexecutive.com/newspaper_/brokerage-report-card/how-we-did-it-brokerage-report-card-3/ Wed, 05 Jun 2024 13:17:49 +0000 https://www.investmentexecutive.com/?p=486962 Methodology for the Brokerage Report Card 2024

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]]> Brokerage Report Card 2024 main chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-report-card-2024-main-chart/ Wed, 05 Jun 2024 13:16:46 +0000 https://www.investmentexecutive.com/?p=486870 How investment advisors rated their firms’ support offerings and tools

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]]> Brokerage advisors thrive in a shifting economy https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-advisors-thrive-in-a-shifting-economy/ Wed, 05 Jun 2024 13:15:00 +0000 https://www.investmentexecutive.com/?p=486904 Average AUM rose slightly while assets per household grew by 6%

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]]> Learn more about Investment Executive’s Report Card series https://www.investmentexecutive.com/news/research-and-markets/learn-more-about-investment-executives-report-card-series/ Fri, 05 Jan 2024 15:50:49 +0000 https://www.investmentexecutive.com/?p=478088 The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

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