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Week of May 03, 2019
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Brokerage Report Card
Firms make a comeback
An overview of the 2019 Brokerage Report Card results
May 3, 2019

Brokerage Report Card
Brokerage Report Card 2019 main chart
How investment advisors rated their firms
May 3, 2019

Brokerage Report Card
Not good enough
Products and services for wealthy clients could be bolstered
May 3, 2019

Brokerage Report Card
A banner year for brokerage advisors
The average advisor saw higher AUM and productivity, and more client households
May 3, 2019

Brokerage Report Card
Firms must listen
Whether or not a firm will thrive or dive depends on whether executives act on advisor feedback
May 3, 2019

Brokerage Report Card
Still slow on succession
Clarity from firms on available options may be the key to change
May 3, 2019

Brokerage Report Card
Failed connections inhibit social media use
Advisors aren't prioritizing online tools as much as firms may think
May 3, 2019

Brokerage Report Card
Value of holistic planning recognized
As investor needs shift, advisors are embracing a comprehensive look at their clients' finances
May 3, 2019

Brokerage Report Card
Compliance support improves
Advisors also shared how firms could help further
May 3, 2019

In Depth

Report Cards
Brokerage Report Card 2019
The results of Investment Executive's 2019 Brokerage Report Card show firms and advisors have stepped up their game over the last 12 months
03 May 2019


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