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Week of May 01, 2020
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Brokerage Report Card
Lessons for firms in flux
Brokerages must help advisors weather the economic crisis
May 1, 2020

Brokerage Report Card
Brokerage Report Card 2020 main chart
How investment advisors rated their firms
May 1, 2020

Brokerage Report Card
Crisis caught advisors on solid footing
AUM rose as advisors focused on wealthy clients in run-up to pandemic
May 1, 2020

Brokerage Report Card
Newcomer outperforms in Report Card debut
Wellington-Altus tops standings in a variety of categories while BMO plummets
May 1, 2020

Brokerage Report Card
Do advisors ask clients about responsible investment?
Firms say they are putting resources into RI education and support
May 1, 2020

Brokerage Report Card
Connecting the work-anywhere advisor
Mobile tech is key, advisors say, but some firms fall short
May 1, 2020

Brokerage Report Card
Can firms keep up with changing regulations?
Advisors share their views on the CSA's client-focused reforms
May 1, 2020

Brokerage Report Card
Fee-based compensation key for advisors
Firms share their plans for both fee-based and discretionary platforms
May 1, 2020

Brokerage Report Card 2020

Report Cards
Brokerage Report Card 2020
The average advisor's book was in exceptionally good shape heading into the economic crisis spawned by Covid-19
01 May 2020

Partners’ Place

Appointment Notices
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