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Wednesday December 28, 2022
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Dealer advisors evolve as the industry faces fundamental change
Dealers’ Report Card
Dealer advisors evolve as the industry faces fundamental change
From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed
June 13, 2022
Brokerage books gain significant value
Brokerage Report Card
Brokerage books gain significant value
Growth was due to flows in financial assets and rising markets rather than expanding client bases
May 16, 2022
Striking a balance between autonomy and support
Dealers’ Report Card
Striking a balance between autonomy and support
Advisors still value their independence, but firms can be guides and advocates
June 13, 2022
Freedom and leadership drive advisor satisfaction
Brokerage Report Card
Freedom and leadership drive advisor satisfaction
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
May 16, 2022
Dealers’ Report Card
Advisors cite challenges faced by vulnerable clients
From inflation to technology hurdles, clients at risk have many concerns
June 13, 2022
Brokerage Report Card
Back-office woes in a remote-working world
Firms are investing in support systems for a hybrid future
May 16, 2022
Brokerage Report Card
Brokerage Report Card 2022 main chart
May 16, 2022
Dealers’ Report Card
Dealers' Report Card 2022 main chart
June 13, 2022
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