Investment Executive Weekly newsletter

Week of May 16, 2022
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Brokerage Report Card
Freedom and leadership drive advisor satisfaction
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
May 16, 2022

Brokerage Report Card
Brokerage Report Card 2022 main chart
May 16, 2022

Brokerage Report Card
Brokerage books gain significant value
Growth was due to flows in financial assets and rising markets rather than expanding client bases
May 16, 2022

Brokerage Report Card
Simple and steady wins the grid race
Pay has remained important to financial advisors, who value straightforward grids
May 16, 2022

Brokerage Report Card
How many investment advisors are in teams
Check out the trends from the past five years across the brokerage firms
May 16, 2022

Brokerage Report Card
Firms must invest broadly in financial planning resources
Technology investment alone is not a panacea
May 16, 2022

Brokerage Report Card
Back-office woes in a remote-working world
Firms are investing in support systems for a hybrid future
May 16, 2022

Brokerage Report Card
Advisors adjusting to impact of CFRs
The key to success is providing ongoing support and system adjustments
May 16, 2022

Brokerage Report Card 2022

Report Cards
Brokerage Report Card 2022
During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top marks from advisors.
06 May 2022


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