CEO Richard McIntyre is facing backlash on technology rollouts and new advisor fees
This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year
A look back at the 2024 report and how firms’ efforts have evolved
The average dealer advisor was adjusting their client mix and refining their services coming into 2025
For developing advisors in this highly independent space, are firms and mentors stepping up?
More firms are investing in this area, but advisors are asking for more hands-on guidance
Methodology for the 2025 Dealers’ Report Card
There’s an ongoing technology race in the wealth industry, but advisors also crave simpler things
How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers
How dealer advisors rated their firms’ support offerings and tools