Advisors still value their independence, but firms can be guides and advocates
From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed
How financial advisors rated their firms’ performance
The dealers that came out on top adapted more quickly than their peers
Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams
From inflation to technology hurdles, clients at risk have many concerns
Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist
Methodology for the Dealers' Report Card 2022
Despite pandemic challenges, firms delivered steady support
How financial advisors rated their firms