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Editors review 2013 Advisors’ Report Card highlights

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Home In Depth Report Cards 2013 Advisors’ Report Card Editors review 2013 Advisors’ Report Card highlights

2013 Advisors’ Report Card

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Editors review 2013 Advisors’ Report Card highlights

Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key themes from the 2013 Advisors’ Report Card. Despite seeing growth in their books of business, client numbers and satisfaction levels, advisors also report hurdles in dealing with the back office, technology and communication. They spoke at the TMX Broadcast Centre in Toronto.

  • By: Pablo Fuchs
  • August 23, 2013 October 31, 2019
  • 12:00
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  • Advisors thrilled with compliance

  • It’s time for firms to listen up

  • Making inroads

  • Half the financial planning battle won

  • Back office a sore spot for many

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  • Advisors' Report Card
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