IE Staff
Research by:
Emily Fox, James Gaughan, Surina Nath, Swikar Oli
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Brokerage Report Card 2020 main chart
Research by:
Emily Fox, James Gaughan, Surina Nath, Swikar Oli
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Check out the trends from the past five years across the brokerage firms
Methodology for the Brokerage Report Card 2022
Respondents to the 2021 Brokerage Report Card had plenty to say about their firms’ performance over the past year
Despite a tumultuous 2020, most firms received positive ratings from their advisors in this year’s Report Card
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
The federal budget proposed increasing the level of taxable capital at which a business can still access the small business rate
Growth was due to flows in financial assets and rising markets rather than expanding client bases