The average brokerage advisor grew their book, added clients and earned more in 2024
Methodology for the 2025 Brokerage Report Card
How investment advisors rated their firm's support offerings and tools across 14 dealers
U.K. regulator allows funds to bundle payments for research, trade execution
Effort to gain insight on dealers' clients will seek data from year-end 2026
ESMA consults on code of conduct to encourage issuer-sponsored research
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
U.K. regulator aims to improve access to research, market transparency