Close Close
ThinkAdvisor

Industry Spotlight > Broker Dealers

What Representatives Wish For

X
Your article was successfully shared with the contacts you provided.

On the ballot each year, the Investment Advisor editors ask voting representatives to tell us what products or services they wish their current broker/dealers offered, but don’t. Here are the most commonly cited “wants” from this year’s 3,577 validated voters, expressed as a percent of the total answers provided:

Providing group health insurance 7.4%

Offering better technology support 6.4%

Consolidated client statements 3.9%

More on this topic

Providing better marketing support 3.9%

Implementing paperless systems 3.4%

Becoming self clearing 3.0%