Brokerage Report Card 2022
During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top marks from advisors.
- May 15, 2022
Latest Report Cards
Advisors’ Report Card 2021
Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
- October 11, 2021
Insurance Advisors’ Report Card 2021
The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
- September 19, 2021
Report Card on Banks 2021
Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head
- August 29, 2021
Dealers’ Report Card 2021
The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth
- June 13, 2021
Brokerage Report Card 2021
Most firms in this year’s Brokerage Report Card emerged from the market plunge of March 2020 in a position of strength. Advisors reported their books…
- May 17, 2021
Dealers’ Report Card 2020
Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
- June 4, 2020
Brokerage Report Card 2020
The average advisor's book was in exceptionally good shape heading into the economic crisis spawned by Covid-19
- April 30, 2020
Advisors’ Report Card 2019
Advisors sound off on where the investment industry is succeeding and where it's falling short, and why they would — or wouldn’t — recommend their…
- October 10, 2019
Insurance Advisors’ Report Card 2019
IE’s 2019 Insurance Advisors’ Report Card paints a relatively tranquil picture of the insurance space — although there were some unexpected findings
- September 19, 2019
Report Card on Banks 2019
IE's 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.
- August 22, 2019
Dealers’ Report Card 2019
Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain.
- May 30, 2019