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The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

Close-up Of Two Businessman Analyzing Graph On Digital Tablet

Revisiting themes from the 2022 Brokerage Report Card

  • By: IE Staff
  • June 2, 2023 June 1, 2023
  • 10:35
new direction

Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms

overcome obstacles

The average advisor managed to grow their business while facing market headwinds

How investment advisors rated their firms' performance

  • By: IE Staff
  • June 2, 2023 June 2, 2023
  • 10:28
business woman using tablet

Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with

succession-planning

The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd

people working together

Brokerage firms are hiring more planning experts and investing in software to keep up with demand

businessman talking on phone

Communication and education can help calm clients’ anxieties amid challenging economic conditions

1993 image for 30 years Brokerage Report Card

The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades