Even the lowest-rated firms made progress in improving their product shelves
The pandemic showcased the importance of strong leadership
Even the most independent advisors appreciated hearing from their dealerships over the past year
Advisor satisfaction jumped, pushing average IE rating to a 10-year high
How financial advisors rated their firms
Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic
Advisors still want improved back office support and client materials
Whether firms seek recognition or not, they must support advisors
The leaders of Peak and Worldsource reveal their strategies and Covid-related measures
Firms are performing better overall, though persistent and growing issues still threaten