Keyword: Advisors’ Report Card

147 results found
Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Over the past decade, female advisors have shared their experiences

businessman race hurdle competition

From the continued weight of compliance to market fears, there are multiple hurdles to overcome

extended family walking on beach

Advisors are concerned about account size trends

smiling confident business team looking away at their bright future

From ethics to products to compensation, here are the categories that advisors gave the highest overall average importance ratings

Road map to success

Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the right direction

Table: ARC 2018 - How advisors rated their firms

How advisors rated their firms

  • By: IE Staff
  • August 24, 2018 October 31, 2019
  • 00:12
Table: ARC 2018 - The average advisor

Although many of the basic demographic metrics were relatively stable year-over-year, advisors experienced growth in AUM and productivity, thanks to solid equities markets and stronger than expected economic growth

hacker programing in technology enviroment with cyber icons and symbols

There is significant trust among advisors that their firms are doing everything possible to keep important data secure

businessman with headache

These rules have led to delays, confusion and too much information on clients' statements

  • By: Leah Golob
  • August 24, 2018 October 31, 2019
  • 00:09
businessman analyzing investment charts with laptop

Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain