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Dealers’ Report Card 2016

Mutual fund and full-service dealer firms are looking for ways to address the many challenges coming their way — much to the approval of financial advisors, who are seeing new highs in their books of business.

May 20, 2016

Room for improvement in tech remains

Although some firms are doing a better job on technology, the "satisfaction gap" in this category suggests much work is needed

  • May 19, 2016 May 19, 2016
  • 23:00

Right mix of training is needed

With little consensus among advisors about what they need from their firms in ongoing training, the firms that are praised most offer the right blend of what advisors are looking for

  • May 19, 2016 May 19, 2016
  • 23:00