In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
While AUM and client household numbers varied across the three channels, there was slight average asset growth
Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe
How advisors across the financial industry rated their channels, based on average firm results
Methodology for the 2023 Report Card series research
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel