Brokerage Report Card | Investment Executive https://www.investmentexecutive.com/tag/brokerage-report-card/ Canada's news source for financial professionals Thu, 05 Jun 2025 19:19:02 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Brokerage Report Card | Investment Executive https://www.investmentexecutive.com/tag/brokerage-report-card/ 32 32 Are emerging advisors getting what they need to succeed? https://www.investmentexecutive.com/newspaper_/brokerage-report-card/are-emerging-advisors-getting-what-they-need-to-succeed/ Thu, 05 Jun 2025 18:47:46 +0000 https://www.investmentexecutive.com/?p=511809 Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort

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]]> What’s driving brokerage advisor satisfaction https://www.investmentexecutive.com/newspaper_/brokerage-report-card/whats-driving-brokerage-advisor-satisfaction/ Thu, 05 Jun 2025 13:02:00 +0000 https://www.investmentexecutive.com/?p=511338 Investments in technology and business support are needed, but so too is strategic consistency

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]]> Culture tops pay, technology as most important to advisors https://www.investmentexecutive.com/newspaper_/brokerage-report-card/culture-tops-pay-technology-as-most-important-to-advisors/ Thu, 05 Jun 2025 13:01:00 +0000 https://www.investmentexecutive.com/?p=511335 Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group

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]]> Advisors were ready for 2025 market volatility https://www.investmentexecutive.com/newspaper_/brokerage-report-card/advisors-were-ready-for-2025-market-volatility/ Thu, 05 Jun 2025 12:59:00 +0000 https://www.investmentexecutive.com/?p=511337 The average brokerage advisor grew their book, added clients and earned more in 2024

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]]> How we did it https://www.investmentexecutive.com/newspaper_/brokerage-report-card/how-we-did-it-4/ Thu, 05 Jun 2025 12:58:00 +0000 https://www.investmentexecutive.com/?p=511342 Methodology for the 2025 Brokerage Report Card

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]]> Finding shortcuts without cutting client service https://www.investmentexecutive.com/newspaper_/brokerage-report-card/finding-shortcuts-without-cutting-client-service/ Thu, 05 Jun 2025 12:57:00 +0000 https://www.investmentexecutive.com/?p=511340 Advisors looking for time-saving tools shared what their firms are investing in

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]]> Wanted: greater wealth planning support https://www.investmentexecutive.com/newspaper_/brokerage-report-card/wanted-greater-wealth-planning-support/ Thu, 05 Jun 2025 12:56:00 +0000 https://www.investmentexecutive.com/?p=511336 Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs

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]]> Why advisors struggle with client account statements — and how firms are adapting https://www.investmentexecutive.com/newspaper_/brokerage-report-card/why-advisors-struggle-with-client-account-statements-and-how-firms-are-adapting/ Thu, 05 Jun 2025 12:55:35 +0000 https://www.investmentexecutive.com/?p=511712 From working groups to consulting with regulators, brokerages want to help smooth client conversations

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]]> Brokerage Report Card 2025 main chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-report-card-2025-main-chart/ Thu, 05 Jun 2025 12:54:27 +0000 https://www.investmentexecutive.com/?p=511407 How investment advisors rated their firm's support offerings and tools across 14 dealers

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]]> Gaps remain for client relationship resources https://www.investmentexecutive.com/newspaper_/brokerage-report-card/gaps-remain-for-client-relationship-resources/ Wed, 05 Jun 2024 13:23:00 +0000 https://www.investmentexecutive.com/?p=486901 Firms are investing in technology but also must consider advisor training

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