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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

Dealers’ Report Card 2016 main chart

How advisors rated their firms

  • May 19, 2016 January 19, 2018
  • 23:00

Account statements fail to inspire

Many advisors hope the introduction of CRM2 will lead to clearer and better client account statements

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