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

Dealers’ Report Card 2024 main chart

How dealer advisors rated their firms’ support offerings and tools

Dealers’ Report Card

How we did it: Dealers’ Report Card 2024

September 13, 2024 Katie Keir
Dealers’ Report Card

Firms’ performance improves slightly in the eyes of advisors

September 13, 2024 Katie Keir
Firms’ performance improves slightly in the eyes of advisors
Dealers’ Report Card

Forging ahead in a shifting landscape

September 13, 2024 James Langton
woman walking on a path alone
Dealers’ Report Card

Dealers make headway with technology training and support

September 13, 2024 Roland Inacay
technological developments
Dealers’ Report Card

Do firms offer enough financial planning support?

September 13, 2024 Jonathan Got
Elder couple planning
Dealers’ Report Card

Advisors want skilled, collaborative branch managers

September 13, 2024 Alisha Mughal
businesswoman with cape
Dealers’ Report Card

The pros and cons of working in a team

September 13, 2024 Aru Kaul
persevere through challenges
Dealers’ Report Card

Advisors still expect support for their fee-based business

September 13, 2024 Emily Fox
Man holding a sign that says "We are stronger together".