Methodology for the Brokerage Report Card 2023
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
Growth was due to flows in financial assets and rising markets rather than expanding client bases
Pay has remained important to financial advisors, who value straightforward grids
Technology investment alone is not a panacea
Firms are investing in support systems for a hybrid future
The key to success is providing ongoing support and system adjustments
Check out the trends from the past five years across the brokerage firms
Methodology for the Brokerage Report Card 2022