Advisors’ Report Card 2015
Advisors are entering uncharted territory
- August 21, 2015
Advisors are entering uncharted territory
The correlation between the support advisors receive from — and the ratings they gave — their firms and MGAs is no coincidence
Advisors hold their firms to account
Advisors struggle to get ahead
Advisors’ assets under management are up, but firms are failing to meet expectations in many categories
Compliance officers and senior executives share their thoughts about the regulators that oversee their businesses.
Advisors reach new heights
Advisors ride high; firms, not so much
Advisors gave their deposit taking institutions improved ratings over last year
Firms offer the right pieces: Read about the trends, the kudos, the barbs and the candid responses
Advisors’ assets under management are up and firms are delivering on what matters most
Stronger markets have tempered financial services firms’ criticism of those who oversee their businesses