Report Cards

Special Reports

Offering advisor alpha to clients

October 9, 2018 Michelle Schriver
Special Reports

Attractive opportunities for income-focused investors

October 9, 2018 Dwarka Lakhan
Special Reports

How ETF investors are unique — and why it matters to advisors

October 4, 2018 Michelle Schriver
Special Reports

How ETFs fit into a hybrid advice model

October 3, 2018 Mark Burgess
Special Reports

What is safety worth to fixed-income investors?

October 3, 2018 Andrew Allentuck
Special Reports

Higher returns over the long haul

October 2, 2018 Dwarka Lakhan
So, what’s the key to success? Improved advisor productivity. Firms have taken the obvious steps to improve advisors’ performance and enable relationship building with clients, giving advisors the tools to design high-performing and cost-effective portfolios. For example, new technology has enabled online account opening and electronic signatures for client documentation. New technology also has facilitated securities order management and processing, mitigating the growing administrative burden on advisors.
Regulation

SEC awards almost US$4 million to overseas whistleblower

September 25, 2018 James Langton
Special Reports

Emerging markets offer diverse opportunities

September 25, 2018 Dwarka Lakhan
Special Reports

Central banks’ interest rate increases carry great risk

September 19, 2018 Andrew Allentuck