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
Mutual fund advisors’ books shrank, but productivity increased
Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms