Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
A new report from McKinsey & Company says back-office efficiency will no longer be a differentiator
Regulators seek boost in reporting thresholds to reduce small firm demands
Volatility boosts trading, underwriting, asset quality holds up
Analysts have raised profit expectations, despite geopolitical risk