Home Advisors' Report Card

Keyword: Advisors’ Report Card

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nimble advisor

Within a shifting industry, advisors valued solid support as well as proactive innovation

  • By: Katie Keir
  • October 12, 2021 October 8, 2021
  • 00:14
stock chart growth

Advisors across the industry value planning tools and access to experts

2021 Advisors' Report Card main chart blurred

Average ratings from advisors in each industry channel

  • By: IE Staff
  • October 12, 2021 October 4, 2021
  • 00:10

Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology

  • By: Katie Keir
  • October 12, 2021 October 13, 2021
  • 00:10
Advisors capture

Investment Executive's full Report Card series shows that book values and productivity have increased since 2019

advisor on top

Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors

high-net-worth clients

Some advisors say wealthy investors are not getting service that meets high expectations

strong advisor

Advisors across all Report Cards gave a collective Net Promoter Score of 62.2

  • By: Katie Keir
  • October 12, 2021 October 21, 2021
  • 00:03
How advisors rated their firms

Firms across the industry enjoyed a solid year of growth (story includes main chart)

  • By: Katie Keir
  • October 11, 2019 October 7, 2020
  • 00:19
Advisors’s Report Card 2019: The average advisor

The average advisor was younger, with slightly fewer years in the industry and at their firm