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2014 Advisors’ Report Card

Advisors are riding high — with bigger books of business and firms delivering on what matters most. The numbers tell the story, from the September 2014 issue of Investment Executive. Research by: Scott Barber, Jacob Boon, Alexandra Bosanac, Geoff Davies and Leah Golob. Research Editors: Pablo Fuchs and Clare O’Hara.

August 22, 2014

2014 Advisors’ Report Card: Behind the numbers

Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.

  • August 22, 2014 December 15, 2017
  • 11:45

Firms deliver, but need to improve

Advisors across all channels of the financial services sector are adamant that their firms are providing independence, a positive work environment and stability. Yet, these firms need to improve their technology, advertising and compensation

  • August 21, 2014 August 21, 2014
  • 23:00

Managers make a difference

Advisors expect their branch managers to be supportive, knowledgeable and resourceful leaders who can be relied upon

  • August 21, 2014 August 21, 2014
  • 23:00

A mixed bag in ongoing training

Financial advisors across all channels of the financial services sector look to their firms to provide the necessary training to keep advisors’ knowledge and skills up to date. Yet, the results of this year’s Report Card series were mixed: although some firms are doing a standup job, other firms are having difficulty meeting the expectations […]

  • August 21, 2014 August 21, 2014
  • 23:00

Advisors connect with new tech

Support for mobile technology and for using social media rose in importance - and it's the younger advisors driving this trend

  • August 21, 2014 August 21, 2014
  • 23:00

Rewards matter little to advisors

Not only is recognition a poor substitute for better pay, many advisors say, but it's just the top advisors who are rewarded

  • August 21, 2014 August 21, 2014
  • 23:00

Advisors ponder their succession

As the glut of baby-boomer advisors continues to get older, succession programs are becoming more and more important

  • August 21, 2014 August 21, 2014
  • 23:00

Bracing for major regulatory changes

For the most part, firms are on the ball in helping their advisors deal with the major regulatory changes that are taking place in the financial advisory business by providing information and training in what advisors will need to do

  • August 21, 2014 January 20, 2018
  • 23:00

Reaching new heights

It's been a great year for advisors, as they are enjoying an all-time high in the average book of business while their firms continue to deliver in the categories that matter most

  • August 21, 2014 January 20, 2018
  • 23:00

A year of growth

Powered by surging stock markets, advisors see gains in key metrics

  • August 21, 2014 January 20, 2018
  • 23:00