Dealers’ Report Card 2017

Financial advisors rely upon their dealers to provide a solid foundation of key services and support on which to grow their businesses. However, advisors believe there are a few cracks in that foundation as firms are struggling to deliver or meet advi­sors’ expectations in these key areas.

Slideshow: How advisors rated their firms in the past decade

Although there have been significant changes to the Report Card, advisors’ ratings, overall, have remained fairly stable since 2008

Report Cards

Advisors pleased with products

May 31, 2017 Sophie Allen-Barron