Home Kat Shermack

The average age of the financial advisors surveyed for Investment Executive's annual Report Card series has been rising over the course of this decade

  • August 26, 2016 January 19, 2018
  • 00:00

Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go

  • July 29, 2016 July 29, 2016
  • 00:00

Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations

  • June 23, 2016 January 19, 2018
  • 23:10

Advisors are happier when their firms focus on informing advisors about what's important, including the firm's strategic focus, and provide the proper channels through which to communicate with leadership

  • May 19, 2016 January 19, 2018
  • 23:00

More than 75% of advisors surveyed said their firms are prepared for the unique issues affecting this demographic

  • April 21, 2016 January 19, 2018
  • 23:00

When dealing with couples, make sure both partners are equal participants

  • April 12, 2016 January 29, 2018
  • 09:50