Firms are investing in technology but also must consider advisor training
Client mix and advisor tenure affect the difficulty of advising in a tough economy
The category saw the biggest rating improvement in the Report Card
Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback
Brokerage firms are hiring more planning experts and investing in software to keep up with demand
The debate about the benefits of responsible investing persists
As the industry shifts, some advisors find it difficult to tout their agencies
Responsiveness to feedback is important to advisors, but communication gaps remain
Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist
Firms are investing in support systems for a hybrid future