Home Ramona Leitao

Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations

  • August 24, 2018 April 12, 2019
  • 00:06

One set of firms received lower ratings in the three back-office categories, but another set of firms were praised for their efforts

  • July 27, 2018 April 30, 2019
  • 00:14

Banks deliver on their advertising campaigns, but more can be done in marketing support for advisors

  • June 22, 2018 May 2, 2019
  • 00:06

An overabundance of information and the move away from consolidation of information has resulted in a surge of complaints

  • June 1, 2018 March 17, 2019
  • 00:07

Advisors with five of the 12 firms in the Report Card rated their brokerages lower by half a point or more in the "online account access for clients" category because of suboptimal client experiences

  • April 27, 2018 April 18, 2019
  • 00:14