Advisors’ Report Card 2022

Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms

Advisors still lagging in ESG adoption

The debate about the benefits of responsible investing persists

Advisors’ books continue to expand

October 11, 2022 James Langton

Client-focused reforms more nuisance than challenge

October 11, 2022 Maddie Johnson

ETF usage plateaus among brokerage advisors

October 11, 2022 Katie Keir

Advisors stick to their values

October 11, 2022 Katie Keir

What advisors had to say about products

October 11, 2022 IE Staff

Advisors laud firms’ diversity efforts

October 11, 2022 Alisha Mughal