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Week of June 05, 2020
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Dealer firms build on momentum
Dealers’ Report Card
Dealer firms build on momentum
Advisor satisfaction jumped, pushing average IE rating to a 10-year high
June 5, 2020
Dealers’ Report Card 2020 main chart
Dealers’ Report Card
Dealers’ Report Card 2020 main chart
How financial advisors rated their firms
June 5, 2020
Dealers’ Report Card
Cushioning the blow
Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic
June 5, 2020
Dealers’ Report Card
Dealers try to deliver on tech
Advisors still want improved back office support and client materials
June 5, 2020
Dealers’ Report Card
Does dealer reputation matter?
Whether firms seek recognition or not, they must support advisors
June 5, 2020
Dealers’ Report Card
Supporting advisors through a pandemic
The leaders of Peak and Worldsource reveal their strategies and Covid-related measures
June 5, 2020
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Dealers’ Report Card 2020
Dealers’ Report Card 2020
Report Cards
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.
05 June 2020
         
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