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Dealers’ Report Card 2018

The road ahead may be bumpy for advisors, who are feeling unsettled as their firms go through major transitions related to ownership, management and technology. But there’s hope that road will smooth out soon

June 13, 2018

CRM2 statements cause confusion

An overabundance of information and the move away from consolidation of information has resulted in a surge of complaints

  • June 1, 2018 November 16, 2019
  • 00:07

Communication efforts are lacking

Dealer firms are failing to keep advisors informed, especially when there are significant changes taking place

  • June 1, 2018 November 16, 2019
  • 00:06