Home Dealers' Report Card

Keyword: Dealers’ Report Card

162 results found
financial future after covid-19

Despite pandemic challenges, firms delivered steady support

Dealers' Report Card chart 2021

How financial advisors rated their firms

  • By: IE Staff
  • June 14, 2021 June 14, 2021
  • 00:11
covid-19 impact markets

Mutual fund advisors’ books shrank, but productivity increased

advisor compensation

Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms

agreement

Even the lowest-rated firms made progress in improving their product shelves

leadership

The pandemic showcased the importance of strong leadership

communication during covid

Even the most independent advisors appreciated hearing from their dealerships over the past year

  • By: Emily Fox
  • June 14, 2021 June 14, 2021
  • 00:05
people running

Advisor satisfaction jumped, pushing average IE rating to a 10-year high

Dealers' Report Card 2020 main chart blurred

How financial advisors rated their firms

  • By: IE Staff
  • June 5, 2020 September 30, 2020
  • 00:07

Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic