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Dealers’ Report Card 2015: Editors discuss setback for advisors

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Home In Depth Report Cards Dealers’ Report Card 2015 Dealers’ Report Card 2015: Editors discuss setback for advisors

Dealers’ Report Card 2015

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Dealers’ Report Card 2015: Editors discuss setback for advisors

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Dealers’ Report Card 2015, which reveal that the average book of business dropped for the first time since the financial crisis, despite healthy gains in mutual fund assets under management.

  • By: Pablo Fuchs
  • May 22, 2015 November 9, 2019
  • 09:15
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Pablo Fuchs
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  • Dealers’ Report Card 2015 main chart

  • Reps fail to move forward

  • Firms’ proactivity is praised

  • Rewards fail to motivate advisors

  • Back office still fails to meet needs

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  • Dealers' Report Card
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