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2012 Brokerage Report Card

  • Key themes of the 2012 Brokerage Report Card
  • 2012 Brokerage Report Card main chart
  • Fortunes begin to diverge
  • A beacon of hope for advisors
  • Four firms take their licks
  • Two-way communication a priority
  • Compensation plans need work
  • Comprehensive support is crucial
  • Firms struggle with mobile technology
  • Firms dip their toes into social media
  • Advisors focus on succession
  • A look at three types of managers
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2012 Brokerage Report Card

2012 Brokerage Report Card main chart

How advisors rated their firms

April 26, 2012

IE Staff

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Research by
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano.

Research editors
Pablo Fuchs and Olivia Li.

2012 Brokerage Main Chart

Read next

  • Key themes of the 2012 Brokerage Report Card

  • Fortunes begin to diverge

  • A beacon of hope for advisors

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