Magnifying glass looking at financial data
AdobeStock / LuckyAI

Research by:
Sangjun (John) Han, Roland Inacay, Tiana Kirton, Diane Lalonde, Ciara Lalor-Lindo, Alisha Mughal and Sai Tamanna Sharma.

Research editor:
Katie Keir

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2024 Brokerage Report Card chart

This article appears in the November 2025 issue of Investment Executive. Read the digital edition or read the articles online.