Brokerage Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 05 Jun 2025 19:19:02 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 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 Are emerging advisors getting what they need to succeed? https://www.investmentexecutive.com/newspaper_/are-emerging-advisors-getting-what-they-need-to-succeed/ Thu, 05 Jun 2025 18:47:46 +0000 https://www.investmentexecutive.com/?p=511809 What’s driving brokerage advisor satisfaction https://www.investmentexecutive.com/newspaper_/whats-driving-brokerage-advisor-satisfaction/ Thu, 05 Jun 2025 13:02:00 +0000 https://www.investmentexecutive.com/?p=511338 Culture tops pay, technology as most important to advisors https://www.investmentexecutive.com/newspaper_/culture-tops-pay-technology-as-most-important-to-advisors/ Thu, 05 Jun 2025 13:01:00 +0000 https://www.investmentexecutive.com/?p=511335 Advisors were ready for 2025 market volatility https://www.investmentexecutive.com/newspaper_/advisors-were-ready-for-2025-market-volatility/ Thu, 05 Jun 2025 12:59:00 +0000 https://www.investmentexecutive.com/?p=511337 How we did it https://www.investmentexecutive.com/newspaper_/how-we-did-it-4/ Thu, 05 Jun 2025 12:58:00 +0000 https://www.investmentexecutive.com/?p=511342 Finding shortcuts without cutting client service https://www.investmentexecutive.com/newspaper_/finding-shortcuts-without-cutting-client-service/ Thu, 05 Jun 2025 12:57:00 +0000 https://www.investmentexecutive.com/?p=511340 Wanted: greater wealth planning support https://www.investmentexecutive.com/newspaper_/wanted-greater-wealth-planning-support/ Thu, 05 Jun 2025 12:56:00 +0000 https://www.investmentexecutive.com/?p=511336 Why advisors struggle with client account statements — and how firms are adapting https://www.investmentexecutive.com/newspaper_/why-advisors-struggle-with-client-account-statements-and-how-firms-are-adapting/ Thu, 05 Jun 2025 12:55:35 +0000 https://www.investmentexecutive.com/?p=511712 Brokerage Report Card 2025 main chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card-2025-main-chart/ Thu, 05 Jun 2025 12:54:27 +0000 https://www.investmentexecutive.com/?p=511407 Gaps remain for client relationship resources https://www.investmentexecutive.com/newspaper_/gaps-remain-for-client-relationship-resources/ Wed, 05 Jun 2024 13:23:00 +0000 https://www.investmentexecutive.com/?p=486901