Overwhelming backing for “best interest” standard
How advisors feel about their firms' communications efforts has an impact beyond measure
Although there's little movement in the overall numbers, a closer look at advisors' metrics in the four distribution channels included in the Report Card series reveals the financial services sector is in flux
Brokerages are leading the way in encouraging advisors to drop the smallest clients from their books of business
Having a robust product offering from firms is very important to advisors
Two firms have taken very different strategies regarding their technology, but both received high praise from their advisors
Advisors lauded firms that are proactive in informing them about changes in regulations and in training
Finding the categories in which firms are succeeding and those in which firms could improve is at the heart of Investment Executive's (IE) Report Card series
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the key trends emerging from this year’s Report Card series. Most notably, advisors and their firms are responding to significant changes relating to technology, demographics and regulation
Advisors are growing their businesses by embracing modern mobile technology and social media