The September print edition of Investment Executive hits the mail next week. It includes the annual Dealers’ Report Card, featuring advisor feedback on seven full-service and four mutual fund-only dealers. The report went online Friday. The digital version of the September issue goes up Monday.
Katie Keir, research and special projects editor, writes that advisors in this space “are searching for ways to upgrade and grow their businesses, even if that change sometimes triggers short-term operational challenges.”
Advisor feedback on most of the firms held steady relative to the 2024 Report Card. That’s good news in categories like “support for remote system access & transactions,” “quality of product shelf” and “freedom to make product choices,” all of which received high performance and importance ratings from advisors.
Consistency is less welcome at the other end of the spectrum. The lowest-rated category — in performance and perceived importance — is “social media training, content & rules.” Advisors rated its importance at 7.4 out of 10 and gave their dealers an average performance score of 7.1.
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