Tech-savvy dealers prioritize digital training

A look back at the 2024 report and how firms’ efforts have evolved

By: IE Staff September 12, 2025
September 12, 202509:48

Dealers’ Report Card 2025 main table

How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers

By: IE Staff September 12, 2025
September 12, 202509:16

Are emerging advisors getting what they need to succeed?

Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort

What’s driving brokerage advisor satisfaction

Investments in technology and business support are needed, but so too is strategic consistency