Methodology for the Advisors’ Report Card 2022
Within a shifting industry, advisors valued solid support as well as proactive innovation
Advisors across the industry value planning tools and access to experts
Average ratings from advisors in each industry channel
Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology
Investment Executive's full Report Card series shows that book values and productivity have increased since 2019
Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors
Some advisors say wealthy investors are not getting service that meets high expectations
Advisors across all Report Cards gave a collective Net Promoter Score of 62.2
Firms across the industry enjoyed a solid year of growth (story includes main chart)