Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
Methodology for the 2025 Brokerage Report Card
Advisors looking for time-saving tools shared what their firms are investing in
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
From working groups to consulting with regulators, brokerages want to help smooth client conversations
How investment advisors rated their firm's support offerings and tools across 14 dealers
Firms are investing in technology but also must consider advisor training