Brokerage Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 02 Jun 2023 14:36:50 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Brokerage Report Card – Investment Executive https://www.investmentexecutive.com 32 32 Have advisors’ challenges changed since 2022? https://www.investmentexecutive.com/newspaper_/brokerage-report-card/have-advisors-challenges-changed-since-2022/ Fri, 02 Jun 2023 14:35:44 +0000 https://www.investmentexecutive.com/?p=466469 Revisiting themes from the 2022 Brokerage Report Card

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]]> Investment advisors demand respect and flexibility https://www.investmentexecutive.com/newspaper_/brokerage-report-card/investment-advisors-demand-respect-and-flexibility/ Fri, 02 Jun 2023 14:30:00 +0000 https://www.investmentexecutive.com/?p=466233 Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms

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]]> Brokerage advisors saw growth through a difficult year https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-advisors-saw-growth-through-a-difficult-year/ Fri, 02 Jun 2023 14:29:00 +0000 https://www.investmentexecutive.com/?p=466226 The average advisor managed to grow their business while facing market headwinds

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]]> Brokerage Report Card 2023 main chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-report-card-2023-main-chart/ Fri, 02 Jun 2023 14:28:48 +0000 https://www.investmentexecutive.com/?p=466306 How investment advisors rated their firms' performance

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]]> Implementation by firms is key to advisor-pleasing technology https://www.investmentexecutive.com/newspaper_/brokerage-report-card/implementation-is-key-to-advisor-pleasing-technology/ Fri, 02 Jun 2023 14:27:00 +0000 https://www.investmentexecutive.com/?p=466231 Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with

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]]> Succession planning by investment advisors is catching on https://www.investmentexecutive.com/newspaper_/brokerage-report-card/succession-planning-is-catching-on/ Fri, 02 Jun 2023 14:26:00 +0000 https://www.investmentexecutive.com/?p=466219 The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd

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]]> Financial planning support must remain a priority https://www.investmentexecutive.com/newspaper_/brokerage-report-card/financial-planning-support-must-remain-a-priority/ Fri, 02 Jun 2023 14:25:00 +0000 https://www.investmentexecutive.com/?p=466225 Brokerage firms are hiring more planning experts and investing in software to keep up with demand

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]]> Advisor as therapist? The challenges of managing clients’ emotions https://www.investmentexecutive.com/newspaper_/brokerage-report-card/advisor-as-therapist-the-challenges-of-managing-clients-emotions/ Fri, 02 Jun 2023 14:24:00 +0000 https://www.investmentexecutive.com/?p=466228 Communication and education can help calm clients’ anxieties amid challenging economic conditions

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]]> Celebrating 30 years for the Brokerage Report Card https://www.investmentexecutive.com/newspaper_/brokerage-report-card/celebrating-30-years-for-the-brokerage-report-card/ Fri, 02 Jun 2023 14:23:00 +0000 https://www.investmentexecutive.com/?p=466220 The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades

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]]> How we did it: Brokerage Report Card https://www.investmentexecutive.com/newspaper_/brokerage-report-card/how-we-did-it-brokerage-report-card-2/ Fri, 02 Jun 2023 14:22:22 +0000 https://www.investmentexecutive.com/?p=466251 Methodology for the Brokerage Report Card 2023

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