Dealers’ Report Card 2015

Despite surging stock markets and an all-time high in mutual fund assets under management, advisors are falling behind and looking to their firms for more support. From the June 2015 issue of Investment Executive newspaper.

Dealers’ Report Card 2015: Editors discuss setback for advisors

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Dealers’ Report Card 2015, which reveal that the average book of business dropped for the first time since the financial crisis, despite healthy gains in mutual fund assets under management.

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