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Week of June 13, 2018
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Industry News
Slideshow: How a dealer’s ratings and advisors’ recommendations correlate
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
June 13, 2018

Industry News
Slideshow: Comparing each dealer’s average advisor
Although the average advisor saw modest improvements in AUM and productivity, the increases among some firms’ advisors were dramatic
June 6, 2018

Industry News
Dealers’ Report Card 2018: Editors discuss rocky results
Advisors are facing a bumpy road ahead as their firms go through major transitions
June 1, 2018

Dealers’ Report Card
A bumpy road for advisors
Advisors are feeling unsettled as their firms go through major transitions related to ownership, management and technology. But there's hope things will begin to improve
June 1, 2018

Dealers’ Report Card
Dealers’ Report Card 2018 main chart
How financial advisors rated their firms
June 1, 2018

Dealers’ Report Card
Modest growth in advisors' books
Although average assets under management and productivity rose year-over-year, there are signs the industry is evolving as advisors adopt fee-for-service arrangements and cater to clients with greater levels of investible assets
June 1, 2018

Dealers’ Report Card
In defence of commissions
June 1, 2018

Dealers’ Report Card
Perception of firm stability declines
June 1, 2018

Dealers’ Report Card
Dealers deliver on products
June 1, 2018

Dealers’ Report Card
Firms fall flat on technology
June 1, 2018

Dealers’ Report Card
CRM2 statements cause confusion
June 1, 2018

Dealers’ Report Card
Communication efforts are lacking
June 1, 2018

Report Cards
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
01 June 2018


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