Brokerage Report Card highlights
This guide shows the differences between each assessed firm’s priorities, strengths and challenges
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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
There's No Real Ownership of Fractional Equity Shares
You own Apple. At least, that is what your brokerage app tells you. If your zero-commission broker collapses tomorrow morning, you cannot simply transfer that f...