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