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Dealers’ Report Card 2017

Financial advisors rely upon their dealers to provide a solid foundation of key services and support on which to grow their businesses. However, advisors believe there are a few cracks in that foundation as firms are struggling to deliver or meet advi­sors’ expectations in these key areas.

June 15, 2017

Advisors’ businesses in state of flux

The emergence of new competitors, such as robo-advisors, combined with the impact of increased regulation and shifts at both the client level and within the advisor population, have led to a drop in average AUM and productivity

  • May 31, 2017 February 11, 2019
  • 23:08