Katie Keir

Brokerage Report Card 2026

Investment advisors are tackling succession planning — with help from their firms

June 19, 2026 Katie Keir
Two diverse advisor businessmen working together at a table, pointing at laptop screen and discussing strategy
Brokerage Report Card 2026

Tools, resources and support for complex planning rated high again

June 18, 2026 Katie Keir
Female advisor looking at tables and charts and planning
Brokerage Report Card 2026

How advisors, brokerages are navigating today’s dynamic advice industry

June 3, 2026 Katie Keir
Picture of IE editorial staff Katie Keir and Kevin Press, having a discussion at a table
Brokerage Report Card 2026

Brokerage Report Card highlights

June 3, 2026 Katie Keir
Brokerage Report Card Investment Executive logo with data background showing little stick people
Brokerage Report Card 2026

Brokerage Report Card 2026 main chart

June 3, 2026 Katie Keir
Blurred image of a data table for 2026 Brokerage Report Card research
Brokerage Report Card 2026

How we did it

June 3, 2026 Katie Keir
Solar system
Advisors’ Report Card 2025

How we did it: Advisors’ Report Card 2025

November 13, 2025 Katie Keir
Mid-year blackboard
Report Card on Banks 2025

How we did it

October 21, 2025 Katie Keir
Magnifying glass looking at financial data
Report Card on Banks 2025

Report Card on Banks highlights

October 21, 2025 Katie Keir
Magnifying glass icon in flat style. Search loupe on color background. Business analytic charts illustration. Vector design object for you project
Report Card on Banks 2025

Big Six’s retail-banking businesses gain momentum

October 21, 2025 Katie Keir
ESG growth
Dealers’ Report Card 2025

Dealers’ Report Card highlights

September 12, 2025 Katie Keir
new label
Dealers’ Report Card 2025

How we did it

September 12, 2025 Katie Keir
questions