Advisors’ Report Card 2015
Although advisors are continuing to see significant growth in their books of business, their practices are undergoing a seismic transformation as a result of CRM2. All the insight, the ratings and the candid comments from the September 2015 issue of Investment Executive.
Advisors’ Report Card 2015: Editors discuss major themes
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Advisors’ Report Card 2015. This year’s Report Card series saw advisors’ businesses continue their unprecedented growth despite emerging challenges, such as CRM2.
