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Roland Inacay
Roland Inacay
Dealers’ Report Card
Dealers make headway with technology training and support
September 13, 2024
Roland Inacay
Brokerage Report Card 2024
Gaps remain for client relationship resources
June 5, 2024
Roland Inacay
Advisors’ Report Card 2023
Advisors unfazed by rocky conditions
October 16, 2023
Roland Inacay
Report Card on Banks 2023
A welcome bump for the back office
September 18, 2023
Roland Inacay
Dealers’ Report Card
Dealers need to improve communication
August 28, 2023
Roland Inacay
Brokerage Report Card 2023
Financial planning support must remain a priority
June 2, 2023
Roland Inacay
Advisors’ Report Card 2022
Advisors still lagging in ESG adoption
October 11, 2022
Roland Inacay
Insurance Advisors’ Report Card 2022
To recommend or not to recommend?
September 19, 2022
Roland Inacay
Report Card on Banks 2022
Banks say they’re listening, but not all advisors agree
August 29, 2022
Roland Inacay
Dealers’ Report Card
Client account statements still a work in progress
June 13, 2022
Roland Inacay
Brokerage Report Card
Back-office woes in a remote-working world
May 16, 2022
Roland Inacay
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