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Dealers’ Report Card 2020

Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.

June 4, 2020

Dealer firms build on momentum

Advisor satisfaction jumped, pushing average IE rating to a 10-year high

  • June 5, 2020 June 10, 2020
  • 00:08

Dealers’ Report Card 2020 main chart

How financial advisors rated their firms

  • June 5, 2020 June 10, 2020
  • 00:07

Cushioning the blow

Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic

  • June 5, 2020 June 10, 2020
  • 00:06

Dealers try to deliver on tech

Advisors still want improved back office support and client materials

  • June 5, 2020 June 10, 2020
  • 00:05

Does dealer reputation matter?

Whether firms seek recognition or not, they must support advisors

  • June 5, 2020 June 10, 2020
  • 00:04

Supporting advisors through a pandemic

The leaders of Peak and Worldsource reveal their strategies and Covid-related measures

  • June 5, 2020 June 10, 2020
  • 00:03