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Keyword: Brokerage Report Card

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Dealers large and small see healthy growth in profits

Target hit in the center by arrow

An overview of the 2019 Brokerage Report Card results

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Products and services for wealthy clients could be bolstered

Table: How investment advisors rated their firms

How investment advisors rated their firms

  • By: IE Staff
  • May 3, 2019 July 2, 2019
  • 00:19
Table: The average investmet advisor

The average advisor saw higher AUM and productivity, and more client households

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Whether or not a firm will thrive or dive depends on whether executives act on advisor feedback

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Clarity from firms on available options may be the key to change

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Advisors aren't prioritizing online tools as much as firms may think

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As investor needs shift, advisors are embracing a comprehensive look at their clients' finances

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Advisors also shared how firms could help further