Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Marina Tyszkiewicz
Research editor:
Katie Keir
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For each Brokerage Report Card, we also ask advisors whether or not they would recommend their firms Here’s how they responded in 2018 and this year.
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Brokerages must help advisors weather the economic crisis
How investment advisors rated their firms
AUM rose as advisors focused on wealthy clients in run-up to pandemic
Mobile tech is key, advisors say, but some firms fall short
Visits to shops and recreation outlets have picked up more quickly in Europe
July saw the total assets invested in ETFs and ETPs reach US$6.66 trillion
Globally, investors are expecting an average return of 10.9% over the next five years
The PC government said its Covid-19 relief spending will total $30 billion by the close of the fiscal year