Brokerage Report Card

Two diverse advisor businessmen working together at a table, pointing at laptop screen and discussing strategy

Investment advisors are tackling succession planning — with help from their firms

More than two-thirds of advisors who have a plan are 51 or older

Brokerage Report Card 2026

Tools, resources and support for complex planning rated high again

June 18, 2026 Katie Keir
Female advisor looking at tables and charts and planning
Brokerage Report Card 2026

Firm culture and planning support drive advisor satisfaction

June 18, 2026 Katie Keir & Roland Inacay
Business people talking in boardroom and using technology
Brokerage Report Card 2026

How advisors, brokerages are navigating today’s dynamic advice industry

June 3, 2026 Katie Keir
Picture of IE editorial staff Katie Keir and Kevin Press, having a discussion at a table
Brokerage Report Card 2026

Brokerage Report Card highlights

June 3, 2026 Katie Keir
Brokerage Report Card Investment Executive logo with data background showing little stick people
Brokerage Report Card 2026

Brokerage Report Card 2026 main chart

June 3, 2026 Katie Keir
Blurred image of a data table for 2026 Brokerage Report Card research
Brokerage Report Card 2026

Wealthiest brokerage advisors drive book-growth trends

June 3, 2026 James Langton
Business men and women racing on arrow paths, competing
Brokerage Report Card 2026

How brokerage firms are integrating AI

June 3, 2026 Jonathan Got
A robotic hand extends a light bulb to a person.
Brokerage Report Card 2026

Julie Gallagher takes the helm at Richardson Wealth

June 3, 2026 Alisha Hiyate
Headshot of Julie Gallagher, leader of Richardson Wealth
Brokerage Report Card 2026

How we did it

June 3, 2026 Katie Keir
Solar system
Brokerage Report Card 2025

Culture tops pay, technology as most important to advisors

June 5, 2025 Roland Inacay
Man looking stressed in an office setting

Characteristics of ETF users

September 21, 2020 IE Staff
data connections