Advisors’ Report Card 2021

Findings from the Report Card show the industry has persevered in the face of unprecedented challenges

nimble advisor

Firms must remain nimble to help advisors grow

Within a shifting industry, advisors valued solid support as well as proactive innovation

Emphasis on financial planning grows

October 12, 2021 Maddie Johnson
stock chart growth

How we did it: Advisors’ Report Card 2021

October 12, 2021 Katie Keir

Advisors’ Report Card 2021 main chart

October 12, 2021 IE Staff
2021 Advisors' Report Card main chart blurred

Firms already acting on 2021 Report Card feedback

October 12, 2021 Katie Keir
communication

Advisors capture growth despite industry turmoil

October 12, 2021 James Langton
Advisors capture

Mutual funds remain paramount for dealer advisors

October 12, 2021 Katie Keir, Melissa Shin
advisor on top

High-net-worth clients expect a personal touch

October 12, 2021 James Gaughan
high-net-worth clients

Brokerage firms elicit strong advisor loyalty

October 12, 2021 Katie Keir
strong advisor