Home Megan Marrelli

Financial advisors surveyed for Investment Executive's 2016 Report Card series don't consider the emergence of robo-advisors anything to fret about

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

Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably

  • July 29, 2016 January 22, 2018
  • 23:04

Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback

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

For many financial advisors surveyed for this year’s Dealers’ Report Card, their firm’s corporate culture is difficult to define and embrace because of geographical distance. But a few firms manage to overcome this obstacle by giving priority to strong communication and focusing on relationships with their advisors. Many advisors pointed out that because their dealer’s […]

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

Advisors consider financial planning to be more important than ever, and more advisors are creating financial plans with their clients. However, challenges remain in getting clients on board with the process

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

While kids are under pressure to spend, parents can impart some good habits

  • February 29, 2016 February 29, 2016
  • 14:00