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

The changing landscape

April 24, 2014 Jacob Boon

Making a move on mobile

April 24, 2014 Clare O’Hara

Lacklustre pay miffs advisors

April 24, 2014 Fiona Collie

A tale of two brokerage worlds

April 24, 2014 Rudy Mezzetta

Firms, advisors readying for CRM 2

April 24, 2014 Megan Harman

Back office remains a big concern

April 24, 2014 Tessie Sanci

Advisors turn focus to aging clients

April 24, 2014 Geoff Davies