Methodology for the annual Report Card
Advisors appreciate dealers that keep them informed and help them support wealthy clients
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations
Most dealer advisors manage their clients on their own, but some found value in collaborating with peers
When it comes to educational tools, advisors’ needs vary across firms
The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences
How financial advisors rated their firms’ performance