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Week of May 16, 2018
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Report Cards
Slideshow: How a firm’s ratings impact advisors’ recommendations
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
May 16, 2018

Industry News
Slideshow: Measuring up each firm’s average advisor
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
May 9, 2018

Report Cards
Brokerage Report Card 2018: Editors discuss this year’s results
Advisors’ businesses are stronger than ever
April 27, 2018

Brokerage Report Card
Firms struggle to deliver
Although advisors reported another all-time high average book of business, they're dealing with much uncertainty due to the major changes their firms and the industry are going through
April 27, 2018

Brokerage Report Card
Brokerage Report Card 2018 main chart
How investment advisors rated their firms
April 27, 2018

Brokerage Report Card
Yet another year of strong growth
Many of the trends seen in last year's Report Card have picked up steam, with assets under management and productivity rising at a healthy pace because advisors are working with fewer clients, overall, but more wealthy clients
April 27, 2018

Brokerage Report Card
Two firms face opposite paths
April 27, 2018

Brokerage Report Card
Advisors favour action on commissions
April 27, 2018

Brokerage Report Card
Strong reputation is critical
April 27, 2018

Brokerage Report Card
Back offices still are works in progress
April 27, 2018

Brokerage Report Card
Divergent views on managers
April 27, 2018

Brokerage Report Card
Advisor Quotes
Advisors toast their firms
April 27, 2018

Brokerage Report Card
Struggles with online access
April 27, 2018

Report Cards
Brokerage Report Card 2018
Advisors face a foggy future
27 April 2018


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