Brokerage Report Card highlights
This guide shows the differences between each assessed firm’s priorities, strengths and challenges
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This guide shows the differences between each assessed firm’s priorities, strengths and challenges
This research report examines investment advisors' experiences with 14 firms
This year’s Brokerage Report Card finds the average advisor gathering assets and refining their book, but the underlying data show more nuance
Firms are assessing AI software and tools based on value, efficacy, security and governance
Investment management has become commoditized and financial planning is now the most defensible part of an advisor's value
On the Retire SMART Podcast episode “Year-Round Tax Planning,” the guest drew a line most business owners never think about: “owning your own home is not ...
The financial advisory industry is unprepared for women inheriting $124 trillion as priorities shift toward impact investing
Women advisors are redefining resilience as a career strategy, not just a trait, while reshaping the wealth management industry
Five elements that are practical, proven building blocks to help advisors build and grow their teams.
Advisors who moved firms share insights on client loyalty, preparation strategies and unexpected benefits of transitions
Jason and Mindy Diamond unpack the evolving landscape of advisor choice—from due diligence and culture fit to portability, enterprise value and more.