Latest Report Cards

Advisors’ Report Card 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