2013 Advisors’ Report Card
Financial advisors have spoken about their firms’ compliance, compensation, technology and other important issues. The numbers tell the story, from the September 2013 issue of Investment Executive. Research by: Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush. Research Editors: Pablo Fuchs and Clare O’Hara.
Editors review 2013 Advisors’ Report Card highlights
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key themes from the 2013 Advisors’ Report Card. Despite seeing growth in their books of business, client numbers and satisfaction levels, advisors also report hurdles in dealing with the back office, technology and communication. They spoke at the TMX Broadcast Centre in Toronto.
