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Brokerage Report Card 2020

The average advisor’s book was in exceptionally good shape heading into the economic crisis spawned by Covid-19.

April 30, 2020

Lessons for firms in flux

Brokerages must help advisors weather the economic crisis

  • May 1, 2020 April 29, 2020
  • 00:15

Brokerage Report Card 2020 main chart

How investment advisors rated their firms

  • May 1, 2020 April 30, 2020
  • 00:14

Crisis caught advisors on solid footing

AUM rose as advisors focused on wealthy clients in run-up to pandemic

  • May 1, 2020 April 29, 2020
  • 00:13

Connecting the work-anywhere advisor

Mobile tech is key, advisors say, but some firms fall short

  • May 1, 2020 April 29, 2020
  • 00:12

Newcomer outperforms in Report Card debut

Wellington-Altus tops standings in a variety of categories while BMO plummets

  • May 1, 2020 April 29, 2020
  • 00:11

Do advisors ask clients about responsible investment?

Firms say they are putting resources into RI education and support

  • May 1, 2020 April 29, 2020
  • 00:10

Can firms keep up with changing regulations?

Advisors share their views on the CSA's client-focused reforms

  • May 1, 2020 April 29, 2020
  • 00:09

Fee-based compensation key for advisors

Firms share their plans for both fee-based and discretionary platforms

  • May 1, 2020 April 29, 2020
  • 00:08