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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

Advisors experience solid growth

Although dealer reps have added to their AUM and client totals, a closer look reveals that top performers are focusing on serving their high net-worth clients while the remaining 80% of advisors are growing their client rosters

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

Dealers’ Report Card 2016 main chart

How advisors rated their firms

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