Dealers' report card 2019 chart

Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Surina Nath

Research editor:
Katie Keir

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Dealers' report card 2019

Satisfaction gap

These were the 10 categories with the greatest negative difference between overall performance and importance averages in the 2019 Dealers’ Report Card.

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Would you recommend your firm?

For each Dealers’ Report Card, we ask advisors whether or not they would recommend their firms; here’s how they responded this year compared with 2018.

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would you recommend your firm