Home Alisha Mughal

Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations

  • September 13, 2024 September 12, 2024
  • 08:54

Offering generic or limited practice-building tools can lead to displeased advisors

  • June 5, 2024 June 4, 2024
  • 09:20

Advisors becoming more dependent on support from compliance professionals

  • October 16, 2023 October 13, 2023
  • 00:12

Branch advisors say institutions aren’t adequately preparing them to use new technology

  • September 18, 2023 September 15, 2023
  • 00:13

The pandemic put many in-person learning programs on hold. Now is the time for firms to bolster their commitment to ongoing training

  • August 28, 2023 August 24, 2023
  • 00:13

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