In its sixth year, the annual WealthManagement.com Independent Broker/Dealer Report Card emailed an online questionnaire to print subscribers, online registrants and other advisors at more than 80 IBDs in the Meridian-IQ database (WealthManagement.com owns a stake in Meridian-IQ).
Between Jan. 11 and Feb. 10, 1,501 responses were received. Only firms with more than 50 completed responses were included in the survey, which was divided into two groups: large firms with over 1,000 advisors and smaller firms with fewer.
Here is a profile of what those advisors looks like:
Next: Are Rich Advisors Happy Advisors?
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