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Industry Spotlight > Broker Dealers

What Representatives Wish For

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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%