2015 IBD Report Card: Practice Support and Professional Development Ranking

Mar 31, 2015

How This Survey Was Conducted: Between Jan. 14 and Feb. 25, 2015, WealthManagement.com emailed invitations to participate in an online survey to print subscribers and advisors in the Meridian-IQ database at over 80 independent broker/dealers. By Feb. 25, a total of 2,069 completed responses were received. Brokers rated their current employers on several items related to their satisfaction. Ratings are based on a 1-to-10 scale, with 10 representing the highest satisfaction level.

Click on a firm name below to view how each IBD was rated.

Next: Technology

Click Here to Continue

IBDs	Marketing services	Practice management support	Succession planning support	Access to in-house financial planning experts	Access to in-house product selection experts	Peer networking	Sales coaching	Overall rating
All respondents	8.7	9	8.8	8.8	9	8.9	8.6	9.1
Cambridge Investment Research	9.3	8.8	9.1	9.5	8.2	9.3	9.2	8.6
Commonwealth Financial Network	9.3	9.6	9.5	9.7	9.8	9.2	9.2	9.7
CUNA Brokerage Services	8.7	9	6.9	9.1	9	9	8.8	9.1
Independent Financial Group	9.7	9.4	9.6	9.5	9.5	9.9	9.3	9.3
Investacorp	8.5	7.7	8.2	7.9	7.5	8.9	7.9	7.6
Investors Capital Corp.	9.4	9.5	9.1	9	9.3	9.6	9.4	9.6
LPL Financial Corporation	7.5	7.5	7.6	7.7	7.9	7.7	6.8	7.8
NFP Advisor Services	9.2	9.5	9.6	9.2	9.6	9.3	9	9.4
Raymond James Financial Services	9.3	8.6	9	8.8	9	9.4	8.8	8.4
Securities America	9.1	8.7	9	9.3	8.5	9.4	8.6	8.7
Securities Service Network	8.4	8.8	8.7	8.2	8.9	9.1	8.1	8.9
Sigma Financial Corporation	8.6	9	8.8	9.5	9.4	8.9	8.5	9.1
Signator Investors	8.2	7.2	8.2	8.3	7.9	8.9	8.1	7.7
Summit Brokerage Services	9.9	9.9	9.9	9.9	9.9	10	9.8	9.9
The Investment Center	10	9.9	9.9	9.9	9.9	10	10	9.9
United Planners' Financial Services of America	9	9.3	9.4	8.6	9.2	9.4	8.4	9.3
Voya Financial	8.2	8.2	7.9	8.5	8.3	8.3	8.1	8.3
VSR Financial Services	9.2	8.7	9	8.9	8.8	9.5	9.1	8.9
Cetera Advisor Network	8.5	8.3	8.2	8.4	8.4	8.3	7.8	8.6

TAGS: News

Hide comments

Comments

Plain text