IE Staff
Research by:
Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 Investment Executive. All rights reserved.
Insurance Advisors’ Report Card 2016 main chart
Research by:
Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 Investment Executive. All rights reserved.
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
Advisors’ businesses are stronger than ever
The owner of Chippingham Financial and Rothenberg Group of Cos. Is acquiring the Vancouver-based dealer for more than $100 million
Promotion is part of a long-term strategy to build leadership
The projections for mutual fund returns in the next several years are modest at best
The dealers’s approach to supervisory reviews effectively excluded fee-based accounts with large, uninvested cash holdings