Home Fiona Collie

Advisors praised their banks' reputation, strong communication efforts and extensive support services, but work remains to be done in other areas

  • June 22, 2018 June 22, 2018
  • 00:13

Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy

  • June 22, 2018 June 22, 2018
  • 00:08

For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating

  • June 13, 2018 July 6, 2018
  • 10:00

Factors such as investment strategy and valuation must be considered

  • June 4, 2018 June 4, 2018
  • 11:23

Advisors are facing a bumpy road ahead as their firms go through major transitions

  • June 1, 2018 June 1, 2018
  • 10:00

Advisors are feeling unsettled as their firms go through major transitions related to ownership, management and technology. But there's hope things will begin to improve

  • June 1, 2018 June 1, 2018
  • 00:14

Lower ratings for "firm's stability" arose from advisors' frustration with many of the major changes taking place

  • June 1, 2018 June 15, 2018
  • 00:10

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

  • May 16, 2018 July 6, 2018
  • 10:00

Robo-advisors and traditional firms are creating new partnerships

  • May 2, 2018 May 1, 2018
  • 00:07

Advisors’ businesses are stronger than ever

  • April 27, 2018 April 27, 2018
  • 10:10