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  2. Dealers’ Report Card

Dealers’ Report Card

Illustration of two people shaking hands on two upward arrows

Deals: Blue Cross buys StanCorp’s voluntary benefits business

And, multiple investments and acquisitions by private equity, miners

Report Cards

Dealers’ Report Card highlights

September 12, 2025 Katie Keir
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Dealers’ Report Card

Dealers have room for improvement

May 27, 2010 Clare O’Hara
Dealers’ Report Card

Reps with smaller books drive productivity gains

May 27, 2010 James Langton
Dealers’ Report Card

Firms have room to improve when it comes to payouts

May 27, 2010 Anna Olejarczyk
Dealers’ Report Card

Clients shift assets back to funds

May 27, 2010 Jade Hemeon
Dealers’ Report Card

Staffing, training issues remain a major concern

May 27, 2010 Gavin Adamson
Dealers’ Report Card

Much dissatisfaction at two dealer firms

May 27, 2010 Rudy Mezzetta
Dealers’ Report Card

Advisors offer praise for compliance departments

May 27, 2010 Olivia Glauberzon
Dealers’ Report Card

Fewer firms offering in-house support

May 27, 2010 Clare O’Hara
Dealers’ Report Card

Focus turns to baby boomers’ mass retirement

May 27, 2010 Fiona Collie
Dealers’ Report Card

Advertising, marketing efforts are lacking

May 27, 2010 Dinah Zeldin
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