Investment Executive Weekly newsletter

Week of October 11, 2019
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Advisors’ Report Card
Where the industry is succeeding, and falling short
Firms across the industry enjoyed a solid year of growth (story includes main chart)
October 11, 2019

Advisors’ Report Card
Is the industry's gender mix improving?
Over the past decade, female advisors have shared their experiences
October 11, 2019

Advisors’ Report Card
Threats to the bottom line for advisors
From the continued weight of compliance to market fears, there are multiple hurdles to overcome
October 11, 2019

Advisors’ Report Card
Firms can improve their training grades
The performance rating of the category increased, but a satisfaction gap remains
October 11, 2019

Advisors’ Report Card
Surge in AUM and compensation for frontline advisors
The average advisor was younger, with slightly fewer years in the industry and at their firm
October 11, 2019

Advisors’ Report Card
Designations deep dive
Which credentials advisors are seeking and why
October 11, 2019

Advisors’ Report Card
Is the industry favouring higher net-worth households?
October 11, 2019

Advisors’ Report Card
Advisor quotes
October 11, 2019

Report Cards
Advisors’ Report Card 2019
Advisors sound off on where the investment industry is succeeding and where it's falling short, and why they would — or wouldn’t — recommend their firms to other advisors
11 October 2019


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