Keyword: Dealers’ Report Card

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But firms that also have such experts are seeing lower scores for unrelated reasons

Despite their desire for more incentives, bonuses and perks, advisors say money is still Priority No. 1

Some advisors are unclear about what services are offered by their firms

But the full-service platform continues to make headway, with more firms adding a securities arm

But fewer advisors have financial planning designations; women are assuming a greater role

But firms’ support efforts vary greatly, from full-service teams to external referrals

This year's Report Card includes key changes

There are key differences between top producers and the rest of advisors

Greater resources give advisors more stability; dealers bring more services under one roof