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Monday January 03, 2022
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Advisors’ Report Card
Brokerage firms elicit strong advisor loyalty
Advisors across all Report Cards gave a collective Net Promoter Score of 62.2
October 12, 2021

Advisors’ Report Card
Firms must remain nimble to help advisors grow
Within a shifting industry, advisors valued solid support as well as proactive innovation
October 12, 2021

Advisors’ Report Card
Mutual funds remain paramount for dealer advisors
Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors
October 12, 2021

Advisors’ Report Card
Advisors capture growth despite industry turmoil
Investment Executive's full Report Card series shows that book values and productivity have increased since 2019
October 12, 2021

Advisors’ Report Card
Advisors' Report Card 2021 main chart
Average ratings from advisors in each industry channel
October 12, 2021

Advisors’ Report Card
Emphasis on financial planning grows
Advisors across the industry value planning tools and access to experts
October 12, 2021

Advisors’ Report Card
Firms already acting on 2021 Report Card feedback
Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology
October 12, 2021

Read the full report card

Report Cards
Advisors’ Report Card 2021
Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
04 October 2021


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