Home In Depth Report Cards Advisors’ Report Card 2021

Advisors’ Report Card 2021

Findings from the Report Card show the industry has persevered in the face of unprecedented challenges

October 11, 2021

Firms must remain nimble to help advisors grow

Within a shifting industry, advisors valued solid support as well as proactive innovation

  • October 12, 2021 October 8, 2021
  • 00:14

Emphasis on financial planning grows

Advisors across the industry value planning tools and access to experts

  • October 12, 2021 October 8, 2021
  • 00:13

How we did it: Advisors’ Report Card 2021

Our methodology explained

  • October 12, 2021 October 20, 2021
  • 00:12

Advisors’ Report Card 2021 main chart

Average ratings from advisors in each industry channel

  • October 12, 2021 October 4, 2021
  • 00:10

Firms already acting on 2021 Report Card feedback

Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology

  • October 12, 2021 October 13, 2021
  • 00:10

Advisors capture growth despite industry turmoil

Investment Executive's full Report Card series shows that book values and productivity have increased since 2019

  • October 12, 2021 October 8, 2021
  • 00:10

Mutual funds remain paramount for dealer advisors

Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors

  • October 12, 2021 October 12, 2021
  • 00:05

High-net-worth clients expect a personal touch

Some advisors say wealthy investors are not getting service that meets high expectations

  • October 12, 2021 October 8, 2021
  • 00:04

Brokerage firms elicit strong advisor loyalty

Advisors across all Report Cards gave a collective Net Promoter Score of 62.2

  • October 12, 2021 October 21, 2021
  • 00:03