Home In Depth Report Cards Advisors’ Report Card 2017

Advisors’ Report Card 2017

As the financial services sector goes through a period of profound change, advisors are in need of support from their firms to meet the increasing challenges of doing business and to build strong practices for the future.

October 12, 2017

Slideshow: Gauging advisors’ relative productivity

Although productivity is becoming more critical, there are signs that the best-paid sales forces aren’t necessarily the most productive

  • October 12, 2017 January 20, 2018
  • 09:30

Slideshow: The top 10 rated firms in this year’s Report Card series

The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits

  • September 25, 2017 January 17, 2018
  • 09:51

Advisors look to the future

As the financial services sector undergoes profound changes, advisors will need support from their firms to meet the increasing challenges and build strong practices

  • August 24, 2017 January 22, 2018
  • 23:11

Advisors’ Report Card 2017 main chart

How advisors rated their firms

  • August 24, 2017 January 19, 2018
  • 00:08

Decisive support

Overwhelming backing for “best interest” standard

  • August 24, 2017 January 12, 2018
  • 00:07

Communication’s key role

How advisors feel about their firms' communications efforts has an impact beyond measure

  • August 24, 2017 January 22, 2018
  • 00:06

Notable changes in advisors’ businesses

Although there's little movement in the overall numbers, a closer look at advisors' metrics in the four distribution channels included in the Report Card series reveals the financial services sector is in flux

  • August 24, 2017 January 19, 2018
  • 00:05

Shift from smaller accounts begins

Brokerages are leading the way in encouraging advisors to drop the smallest clients from their books of business

  • August 24, 2017 January 12, 2018
  • 00:04

Advisors praise product shelves

Having a robust product offering from firms is very important to advisors

  • August 24, 2017 January 12, 2018
  • 00:03