Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors
Some advisors say wealthy investors are not getting service that meets high expectations
Advisors across all Report Cards gave a collective Net Promoter Score of 62.2
Firms across the industry enjoyed a solid year of growth (story includes main chart)
The average advisor was younger, with slightly fewer years in the industry and at their firm
The performance rating of the category increased, but a satisfaction gap remains
Candid comments from across the industry
Over the past decade, female advisors have shared their experiences
From the continued weight of compliance to market fears, there are multiple hurdles to overcome
Advisors are concerned about account size trends