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2013 Dealers’ Report Card

  • 2013 Dealers’ Report Card: Assante improves in 32 out of 34 categories
  • 2013 Dealers’ Report Card: Editors discuss key results
  • 2013 Dealers’ Report Card main chart
  • Stability, with a few concerns
  • Dealer reps report strong growth
  • Big shift in ratings for four dealers
  • Firms need to step up on pay
  • Firms succeeding in HNW efforts
  • Failure to communicate
  • Advisors focus on succession planning
  • Advisors in favour of mutual funds
  • A promise made; a debt unpaid
  • Dealers lacking in social media
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2013 Dealers’ Report Card

2013 Dealers’ Report Card main chart

How advisors rated their firms

May 24, 2013
2013 Dealers Main Chart

IE Staff

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Related

  • Advisor loyalty grew for most wealth firms and banks
  • How we did it: Advisors’ Report Card 2025
  • The evolution of succession planning

Research by
Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush

Research editors
Pablo Fuchs and Clare O’Hara

Read next

  • 2013 Dealers’ Report Card: Assante improves in 32 out of 34 categories

  • 2013 Dealers’ Report Card: Editors discuss key results

  • Stability, with a few concerns

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