Home Alisha Mughal

The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd

  • June 2, 2023 June 1, 2023
  • 10:26

Survey respondents cite positive DE&I initiatives, but admit there's room for improvement

  • October 11, 2022 October 6, 2022
  • 00:07

Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors

  • September 19, 2022 September 19, 2022
  • 00:11

While advisors say business development support is important, satisfaction levels lag

  • August 29, 2022 August 29, 2022
  • 00:12

From inflation to technology hurdles, clients at risk have many concerns

  • June 13, 2022 June 12, 2022
  • 00:10

The key to success is providing ongoing support and system adjustments

  • May 16, 2022 May 13, 2022
  • 00:09