Report Cards

Brokerage Report Card 2025

Are emerging advisors getting what they need to succeed?

June 5, 2025 Sai Tamanna Sharma
Businesspeople monitoring corporate statistics
Brokerage Report Card 2025

What’s driving brokerage advisor satisfaction

June 5, 2025 Katie Keir
What’s driving brokerage advisor satisfaction
Brokerage Report Card 2025

Culture tops pay, technology as most important to advisors

June 5, 2025 Roland Inacay
Man looking stressed in an office setting
Brokerage Report Card 2025

Advisors were ready for 2025 market volatility

June 5, 2025 James Langton
businessman holding an umbrella and staying dry while it rains
Brokerage Report Card 2025

How we did it

June 5, 2025 Katie Keir
Examining a document on a computer with a magnifying glass
Brokerage Report Card 2025

Finding shortcuts without cutting client service

June 5, 2025 Ciara Lalor-Lindo
AI computer
Brokerage Report Card 2025

Wanted: greater wealth planning support

June 5, 2025 Alisha Mughal
Tiny people
Brokerage Report Card 2025

Why advisors struggle with client account statements — and how firms are adapting

June 5, 2025 Sangjun (John) Han
Taxpayer's desk and excise documents to import and export industrial goods for the purpose of maximizing profits for large business organizations. (Taxpayer's desk and excise documents to import and export industrial goods for the purpose of maximizin
Brokerage Report Card 2025

Brokerage Report Card 2025 main chart

June 5, 2025 IE Staff
Data table for Brokerage Report Card
People

Industry moves this week

March 28, 2025 Alisha Hiyate
Board room
From the Regulators

Crypto platform banned by OSC

March 10, 2025 Jonathan Got
Fraud
Advisors’ Report Card

How loyal are advisors to their firms or banks?

November 15, 2024 Katie Keir, Roland Inacay
Review process