Report Card series reveals advisors still value business freedom and strong leadership
Maintaining shelf flexibility and offering adequate product information are key components
Survey respondents cite positive DE&I initiatives, but admit there's room for improvement
How advisors across the financial industry rated their segments on average
Methodology for the Advisors’ Report Card 2022
Within a shifting industry, advisors valued solid support as well as proactive innovation
Advisors across the industry value planning tools and access to experts
Average ratings from advisors in each industry channel
Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology
Investment Executive's full Report Card series shows that book values and productivity have increased since 2019