This article appears in the Mid-October issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.

Research by: Aneesh Chatterjee, Emily Fox, Roland Inacay, Tiana Kirton, Diane Lalonde, Alisha Mughal and Serge Rousskikh

Research editor: Katie Keir

Click the image below to obtain a PDF of the chart.

2023 Advisors Report Card blurred data