Brokerage Report Card highlights
This guide shows the differences between each assessed firm’s priorities, strengths and challenges
America Forever Bytes
advisors · AFBytes
Other
advisors
Recent coverage
Brokerage Report Card 2026 main chart
This research report examines investment advisors' experiences with 14 firms
Wealthiest brokerage advisors drive book-growth trends
This year’s Brokerage Report Card finds the average advisor gathering assets and refining their book, but the underlying data show more nuance
How brokerage firms are integrating AI
Firms are assessing AI software and tools based on value, efficacy, security and governance
Why Financial Planning Is the Future for All Advisors
Investment management has become commoditized and financial planning is now the most defensible part of an advisor's value
Business Owners: The One Tax Move Financial Advisors Say You Can’t Skip Before Year-End
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 ...
Women Will Control the Great Wealth Transfer Outcome
The financial advisory industry is unprepared for women inheriting $124 trillion as priorities shift toward impact investing
Resilience as a Strategy for Women in Wealth Management
Women advisors are redefining resilience as a career strategy, not just a trait, while reshaping the wealth management industry
Five Tips for Transitioning from a Solo Advisor to a Team
Five elements that are practical, proven building blocks to help advisors build and grow their teams.
Three Things Advisors Wish They Knew Before Switching
Advisors who moved firms share insights on client loyalty, preparation strategies and unexpected benefits of transitions
The Diamond Podcast: Advisor Transition Playbook Replay
Jason and Mindy Diamond unpack the evolving landscape of advisor choice—from due diligence and culture fit to portability, enterprise value and more.