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Tuesday October 11, 2022
Financial news you can use
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Advisors stick to their values
Advisors’ Report Card
Advisors stick to their values
Report Card series reveals advisors still value business freedom and strong leadership
October 11, 2022
Advisors' Report Card 2022 main chart
Advisors’ Report Card
Advisors' Report Card 2022 main chart
How advisors across the financial industry rated their segments on average
October 11, 2022
Client-focused reforms more nuisance than challenge
Advisors’ Report Card
Client-focused reforms more nuisance than challenge
Despite creating additional work for advisors, the new rules aren't affecting business processes significantly
October 11, 2022
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ETF usage plateaus among brokerage advisors
Advisors’ Report Card
ETF usage plateaus among brokerage advisors
Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022
October 11, 2022
Advisors’ books continue to expand
Advisors’ Report Card
Advisors’ books continue to expand
Report Cards show financial advisors headed into the market volatility with a buffer
October 11, 2022
What advisors had to say about products
Advisors’ Report Card
What advisors had to say about products
Maintaining shelf flexibility and offering adequate product information are key components
October 11, 2022
Advisors laud firms’ diversity efforts
Advisors’ Report Card
Advisors laud firms’ diversity efforts
Survey respondents cite positive DE&I initiatives, but admit there's room for improvement
October 11, 2022
Advisors’ Report Card
Advisors still lagging in ESG adoption
The debate about the benefits of responsible investing persists
October 11, 2022
Advisors’ Report Card
How we did it: Advisors' Report Card 2022
Methodology for the Advisors’ Report Card 2022
October 11, 2022
 
Read the full Report Card
Advisors' Report Card 2022
Report Cards
Advisors’ Report Card 2022
 Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
03 October 2022
 

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