Alisha Mughal

Brokerage Report Card

Wanted: greater wealth planning support

June 5, 2025 Alisha Mughal
Tiny people
Report Card on Banks

Bank advisors want better access to compliance departments

October 15, 2024 Alisha Mughal
Illustration of a businessperson using a magnifying glass to examine files
Dealers’ Report Card

Advisors want skilled, collaborative branch managers

September 13, 2024 Alisha Mughal
businesswoman with cape
Brokerage Report Card

Firms shouldn’t underestimate advisors’ business needs

June 5, 2024 Alisha Mughal
Group of business people holding puzzle pieces at a boardroom table
Advisors’ Report Card

Advisors praise their compliance departments

October 16, 2023 Alisha Mughal
woman texting
Report Card on Banks

Banks must support digital tools with advisor training

September 18, 2023 Alisha Mughal
Dealers’ Report Card

Advisors asking for more education opportunities

August 28, 2023 Alisha Mughal
online learning
Brokerage Report Card

Succession planning by investment advisors is catching on

June 2, 2023 Alisha Mughal
succession-planning
Advisors’ Report Card

Advisors laud firms’ diversity efforts

October 11, 2022 Alisha Mughal
Diverse group of coworkers meeting
Insurance Advisors’ Report Card

Technology is key to client onboarding

September 19, 2022 Alisha Mughal
Arch formed with river rocks on beach
Report Card on Banks

Big banks improving efforts to help advisors grow

August 29, 2022 Alisha Mughal
Concept of company intercommunication
Dealers’ Report Card

Advisors cite challenges faced by vulnerable clients

June 13, 2022 Alisha Mughal
Close up hands of caregiver doctor helping old woman at private clinic. Close up of hands of nurse holding a senior patient with walking stick. Elder woman using walking cane at nursing home with nurse holding hand for support.