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2014 Advisors’ Report Card

  • 2014 Advisors’ Report Card: Behind the numbers
  • A mixed bag in ongoing training
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  • A year of growth
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2014 Advisors’ Report Card

2014 Advisors’ Report Card: Behind the numbers

Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.

August 22, 2014
2014 Advisors’ Report Card: Behind the numbers

Pablo Fuchs

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  • Investment advisors are tackling succession planning — with help from their firms
  • Tools, resources and support for complex planning rated high again
  • Firm culture and planning support drive advisor satisfaction

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  • Advisors ponder their succession

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