Report Cards show financial advisors headed into the market volatility with a buffer
Despite creating additional work for advisors, the new rules aren't affecting business processes significantly
Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022
Report Card series reveals advisors still value business freedom and strong leadership
Maintaining shelf flexibility and offering adequate product information are key components
Survey respondents cite positive DE&I initiatives, but admit there's room for improvement
How advisors across the financial industry rated their segments on average
Methodology for the Advisors’ Report Card 2022
Within a shifting industry, advisors valued solid support as well as proactive innovation
Advisors across the industry value planning tools and access to experts