2014 Insurance Advisors’ Report Card Archives - Investment Executive

What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2014 issue of Investment Executive newspaper.

Editors discuss 2014 Insurance Advisors’ Report Card highlights

Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss report card results that suggest heady times are here for insurance advisors.

Stocks lift agents

July 24, 2014 James Langton

Regulatory support crucial for advisors

July 24, 2014 Megan Harman

Shifting CMS to the cloud is a priority

July 24, 2014 Jade Hemeon

Advisors turn the focus to investing

July 24, 2014 Leah Golob

Succession grows in importance

July 24, 2014 Leah Golob

More expected in mobile technology

July 24, 2014 Clare O’Hara

2014 Insurance Advisors’ Report Card main chart

July 24, 2014 IE Staff

Strategic focus centres upon independence

July 24, 2014 Jacob Boon

Report Cards

Advisors ride high; firms, not so much

July 24, 2014 Clare O’Hara