Although advisors are continuing to see significant growth in their books of business, their practices are undergoing a seismic transformation as a result of CRM2. All the insight, the ratings and the candid comments from the September 2015 issue of Investment Executive.
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Advisors’ Report Card 2015. This year’s Report Card series saw advisors’ businesses continue their unprecedented growth despite emerging challenges, such as CRM2.
Advisors are focusing on building their businesses and growing their assets under management at a time when not only has recent economic and financial performance been poor, but the risks to the outlook appear to be clustered on the negative side