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Keyword: Advisors’ Report Card

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How advisors across the financial industry rated their channels, based on average firm results

  • By: IE Staff
  • October 16, 2023 October 13, 2023
  • 00:55

Methodology for the 2023 Report Card series research

  • By: Katie Keir
  • October 16, 2023 October 13, 2023
  • 00:51
A see through piggy bank with money coins

Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel

Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve

  • By: Katie Keir
  • October 16, 2023 October 13, 2023
  • 00:26

Increases in AUM and client rosters were uneven across the brokerage, dealer and retail bank channels

Money Growth Flat design illustration Business person watering money tree economic growth

Client mix and advisor tenure affect the difficulty of advising in a tough economy


While brokerage firms’ digital tools and flexibility earned praise, technology generally garnered mixed reviews

  • By: Emily Fox
  • October 16, 2023 October 13, 2023
  • 00:13
woman texting

Advisors becoming more dependent on support from compliance professionals

online comments

With the vast majority of advisors focused on planning, firms must continue investing in that area

Various symbols of ESG investment strategy

The debate about the benefits of responsible investing persists