Latest Report Cards

2013 Advisors’ Report Card

Hurdles hinder performance

Firms of all stripes saw a year-over-year rebound

Advisors were less than impressed with their deposit-taking institutions, rating their firms lower

Firms leaving advisors high and dry?

Cultivating growth: Advisors rate their firms

What compliance officers think about the regulators that oversee them?

The evolving advisor: Advisors and their firms have started to take mobile technology and social media more seriously

Despite a few beefs, insurance advisors say their firms offer much to be positive about

Canada’s banks and credit unions are improving, say advisors, by problems remain

Firms feel just right to advisors

Of two minds: Advisors are seeing positive signs as their books of business and pay are rising, but the ratings they give their firms are…

From the April 2012 issue of Investment Executive newspaper