Keyword: Dealers’ Report Card

170 results found
covid-19 impact markets

Mutual fund advisors’ books shrank, but productivity increased

advisor compensation

Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms

agreement

Even the lowest-rated firms made progress in improving their product shelves

leadership

The pandemic showcased the importance of strong leadership

communication during covid

Even the most independent advisors appreciated hearing from their dealerships over the past year

  • By: Emily Fox
  • June 14, 2021 June 14, 2021
  • 00:05
people running

Advisor satisfaction jumped, pushing average IE rating to a 10-year high

Dealers' Report Card 2020 main chart blurred

How financial advisors rated their firms

  • By: IE Staff
  • June 5, 2020 September 30, 2020
  • 00:07
Portrait of young confident asian businessman with serious face sitting in modern office interior near big window, intelligent men entrepreneur in elegant suit thinking about something before meeting dream big business planning advisor

Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic

Hi-tech technological background with numbers and calculations

Advisors still want improved back office support and client materials

Branding concept with notebook,

Whether firms seek recognition or not, they must support advisors