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Friday September 13, 2024
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Firms’ performance improves slightly in the eyes of advisors
Dealers’ Report Card
Firms’ performance improves slightly in the eyes of advisors
Advisors appreciate dealers that keep them informed and help them support wealthy clients
September 13, 2024
Dealers' Report Card 2024 main chart
Dealers’ Report Card
Dealers' Report Card 2024 main chart
How dealer advisors rated their firms’ support offerings and tools
September 13, 2024
Forging ahead in a shifting landscape
Dealers’ Report Card
Forging ahead in a shifting landscape
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
September 13, 2024
Dealers make headway with technology training and support
Dealers’ Report Card
Dealers make headway with technology training and support
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
September 13, 2024
Do firms offer enough financial planning support?
Dealers’ Report Card
Do firms offer enough financial planning support?
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
September 13, 2024
The pros and cons of working in a team
Dealers’ Report Card
The pros and cons of working in a team
Most dealer advisors manage their clients on their own, but some found value in collaborating with peers
September 13, 2024
Advisors want skilled, collaborative branch managers
Dealers’ Report Card
Advisors want skilled, collaborative branch managers
Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations
September 13, 2024
Dealers’ Report Card
Advisors still expect support for their fee-based business
When it comes to educational tools, advisors’ needs vary across firms
September 13, 2024
Dealers’ Report Card
How we did it: Dealers' Report Card 2024
Methodology for the annual Report Card
September 13, 2024
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Dealers' Report Card 2024
Dealers' Report Card 2024
Report Cards
Dealers’ Report Card 2024
 Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
13 September 2024
       

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