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Keyword: Brokerage Report Card

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leadership

The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities

2022 Brokerage Report Card chart

How investment advisors rated their firms' performance

  • By: IE Staff
  • May 16, 2022 June 10, 2022
  • 00:14
challenge

Growth was due to flows in financial assets and rising markets rather than expanding client bases

win the race

Pay has remained important to financial advisors, who value straightforward grids

office technology investment

Technology investment alone is not a panacea

remote work

Firms are investing in support systems for a hybrid future

key to success

The key to success is providing ongoing support and system adjustments

question marks

Check out the trends from the past five years across the brokerage firms

Methodology for the Brokerage Report Card 2022

  • By: IE Staff
  • May 16, 2022 May 13, 2022
  • 00:01
business direction

Several firms revamped their business development programs, but advisors still have gripes