2012 Advisors’ Report Card
How did financial advisors — and their opinions of their firms — fare in this past year? Read the ratings and candid comments from advisors across all channels. From the September 2012 issue of Investment Executive. Research by: Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano Research Editors: Pablo Fuchs, Clare O’Hara and Olivia Li
Advisors, firms are evolving
Financial services firms and their reps are seeing a greater need for doing business on mobile devices as well as more demand for wealth-management support services
