Dealers’ Report Card 2016

Mutual fund and full-service dealer firms are looking for ways to address the many challenges coming their way — much to the approval of financial advisors, who are seeing new highs in their books of business.

Dealers’ Report Card 2016: Editors discuss positive results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of business for advisors and improvement to firms’ ratings in a variety of categories.

A happier bunch

May 19, 2016 Fiona Collie

Advisors experience solid growth

May 19, 2016 James Langton

Firms make efforts to foster culture

May 19, 2016 Megan Marrelli

Shifting fortunes for four firms

May 19, 2016 Rudy Mezzetta

Communication affects satisfaction

May 19, 2016 Kat Shermack

Making headway on mobility

May 19, 2016 Fiona Collie

Transition to fees requires support

May 19, 2016 Ahmad Hathout

Right mix of training is needed

May 19, 2016 Beatrice Paez

Room for improvement in tech remains

May 19, 2016 Megan Harman