Each year, the Dealers’ Report Card provides a big-picture view of how advisors feel about the industry’s full-service and mutual fund-only firms. We explore broad themes related to the top priorities of dealer advisors.
Every firm is unique, so a deep dive into each company’s results is meaningful. Whether you’re an industry member looking for insights or an advisor thinking about where to work, these highlights offer a granular breakdown.
This brand-new summary is not a ranking. The firms are included in the order used in the main results table, which splits them into two groups: full-service dealer firms and mutual fund-only dealer firms.
This summary details where the dealers’ strategic priorities lie and what advisors think about them.
Click the image below to obtain a PDF of the firm-by-firm summary (scroll past any ad if you see one, to the cover page image that follows). The form requires an email address.
