Yumi Otagaki

2011 Advisors’ Report Card

Companies failing on financial planning

August 26, 2011 Yumi Otagaki
2011 Advisors’ Report Card

The key to a solid public image

August 26, 2011 Yumi Otagaki
Report Cards

Views differ on technology, back office

July 27, 2011 Yumi Otagaki
2011 Report Card on Banks & Credit Unions

Online access for clients is rated highly

June 23, 2011 Yumi Otagaki
Report Cards

Regional efforts please reps

May 26, 2011 Yumi Otagaki