Research by:
Emily Fox, James Gaughan, Surina Nath, Swikar Oli
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
This article appears in the June 2020 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
How financial advisors rated their firms’ performance
Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback
The pandemic put many in-person learning programs on hold. Now is the time for firms to bolster their commitment to ongoing training
Firms need to address gaps in estate-planning support as cohort of elderly clients grows
While financial advisors are still subject to the rules, the budget change could undermine lawyers Charter challenge of the regime
PBO said the costs to administer the UHT could "significantly reduce" revenue generated
Risk of a trade war, inflation, higher interest rates accompanies U.S. vote
The result will be greater creativity and resilience