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Advisors’ Report Card 2018

Financial advisors understand the importance of planning for the future, and more and more of the advisors surveyed for this year’s Report Card series are looking to their firms for help in creating road maps for both advisors’ future and that of clients.

August 29, 2018

Slideshow: What matters most to advisors

From ethics to products to compensation, here are the categories that advisors gave the highest overall average importance ratings

  • August 29, 2018 October 17, 2019
  • 09:30

The road to success

Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the right direction

  • August 24, 2018 October 31, 2019
  • 00:13

2018 Advisors’ Report Card main chart

How advisors rated their firms

  • August 24, 2018 October 31, 2019
  • 00:12

Healthy growth for advisors

Although many of the basic demographic metrics were relatively stable year-over-year, advisors experienced growth in AUM and productivity, thanks to solid equities markets and stronger than expected economic growth

  • August 24, 2018 October 31, 2019
  • 00:11

Advisors confident re cybersecurity

There is significant trust among advisors that their firms are doing everything possible to keep important data secure

  • August 24, 2018 October 31, 2019
  • 00:10

CRM2 causing frustration

These rules have led to delays, confusion and too much information on clients' statements

  • August 24, 2018 October 31, 2019
  • 00:09

Financial planning becomes critical

Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain

  • August 24, 2018 October 31, 2019
  • 00:08

Staff is key to a strong back office

Although advisors have complained for years about their back-office support, some firms have found the winning formula

  • August 24, 2018 October 31, 2019
  • 00:07

Succession is more important now

Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations

  • August 24, 2018 October 31, 2019
  • 00:06