For many years, Registered Rep. has conducted a survey of wirehouse advisors that asks them to rate their firms on various service and business metrics. During that time, we have received numerous requests to offer the same opportunity to independent financial advisors. We have finally heeded the call.

This year, we are conducting our first annual Broker Report Card for Independent Broker/Dealers. We will need at least 50 advisor responses from any individual firm to include it in the ranking. The final deadline for participation is April 11, and that's coming up. Do you want to know how your firm stacks up? We are depending on your input!

This link takes you to our confidential survey. In an upcoming issue, we will provide you, our readers, with the results and rank firms according to their strengths and weaknesses. We look forward to hearing from you and hope you will participate.


Best Regards,

Kristen French
Features Editor
Registered Rep. magazine