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Tuesday December 29, 2020
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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

Report Cards
Dealers’ Report Card 2020
Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
05 June 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
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

Dealers’ Report Card
Dealer firms build on momentum
Advisor satisfaction jumped, pushing average IE rating to a 10-year high
June 5, 2020

Dealers’ Report Card
Dealers’ Report Card 2020 main chart
How financial advisors rated their firms
June 5, 2020

Appointment Notices
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