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Monday January 01, 2024
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Advisors’ Report Card
Advisors praise their compliance departments
Advisors becoming more dependent on support from compliance professionals
October 16, 2023

Advisors’ Report Card
Advisors’ Report Card 2023 main chart
How advisors across the financial industry rated their channels, based on average firm results
October 16, 2023

Advisors’ Report Card
Advisors prize business freedom, lament back-office support
Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve
October 16, 2023

Advisors’ Report Card
Hurdles for retired, decumulating clients across the industry
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
October 16, 2023

Advisors’ Report Card
Advisors unfazed by rocky conditions
Client mix and advisor tenure affect the difficulty of advising in a tough economy
October 16, 2023

See the full Report Card

Report Cards
Advisors’ Report Card 2023
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
06 October 2023


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