Investment Executive Special Alert

Monday June 14, 2021
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Dealers’ Report Card
Dealers stand strong during a tumultuous time
Despite pandemic challenges, firms delivered steady support
June 14, 2021

Dealers’ Report Card
Dealers' Report Card 2021 main chart
How financial advisors rated their firms
June 14, 2021

Dealers’ Report Card
Assets under pressure
Mutual fund advisors’ books shrank, but productivity increased
June 14, 2021

Dealers’ Report Card
Fair pay for advisors
Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms
June 14, 2021

Dealers’ Report Card
Firms get mixed reviews for business development
Several firms revamped their business development programs, but advisors still have gripes
June 14, 2021

Dealers’ Report Card
Dealers strive to meet advisors’ product needs
Even the lowest-rated firms made progress in improving their product shelves
June 14, 2021

Dealers’ Report Card
Leadership tested during challenging year
June 14, 2021

Dealers’ Report Card
Communicating through the pandemic
June 14, 2021

Dealers’ Report Card

Report Cards
Dealers’ Report Card 2021
The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth
14 June 2021

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