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Broker Report Card
2015 Broker Report Card: Fiduciary Worries

2015 Broker Report Card: Fiduciary Worries

The Department of Labor is set to rule that brokers working with retirement accounts meet a fiduciary standard. Half of older advisors believe that will have a negative impact on their business, productivity and clients; younger advisors are less pessimistic.




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Connected Advisors

Percentage of advisors who say they use the following technology at least daily:

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Potential Pain Points

1 = unacceptable; 10 = outstanding 

Next: Advisor Satisfaction

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