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Dealers’ Report Card 2024

Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023

September 13, 2024

Dealers’ Report Card 2024 main chart

How dealer advisors rated their firms’ support offerings and tools

  • September 13, 2024 September 12, 2024
  • 09:02

How we did it: Dealers’ Report Card 2024

Methodology for the annual Report Card

  • September 13, 2024 September 20, 2024
  • 09:01

Firms’ performance improves slightly in the eyes of advisors

Advisors appreciate dealers that keep them informed and help them support wealthy clients

  • September 13, 2024 September 12, 2024
  • 08:58

Forging ahead in a shifting landscape

Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures

  • September 13, 2024 September 12, 2024
  • 08:57

Dealers make headway with technology training and support

Report Card results suggest firms are generally getting better at providing advisors with digital tools and training

  • September 13, 2024 September 12, 2024
  • 08:56

Do firms offer enough financial planning support?

Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers

  • September 13, 2024 September 12, 2024
  • 08:55

Advisors want skilled, collaborative branch managers

Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations

  • September 13, 2024 September 12, 2024
  • 08:54

The pros and cons of working in a team

Most dealer advisors manage their clients on their own, but some found value in collaborating with peers

  • September 13, 2024 September 12, 2024
  • 08:53

Advisors still expect support for their fee-based business

When it comes to educational tools, advisors’ needs vary across firms

  • September 13, 2024 September 12, 2024
  • 08:52