2014 Brokerage Report Card

Advisors’ assets under management are up and firms are delivering on what matters most. But not all the results were rosy. Read what advisors are saying about their firms. From the May 2014 issue of Investment Executive newspaper.

2014 Brokerage Report Card: ScotiaMcLeod rewarded for improved technology

Alex Besharat of ScotiaMcLeod discusses new technology rollouts that led to the firm gaining a full point in three tech-related categories