Brian Capitao

Insurance Advisors’ Report Card

Insurance agencies sharpen their focus on financial planning

September 19, 2022 Brian Capitao
Man's hand balancing stack of stones on beach
Report Card on Banks

Overcoming tech troubles remains an uphill climb

August 29, 2022 Brian Capitao
Concept of IT problems
Dealers’ Report Card

Firms vary widely in succession planning support

June 13, 2022 Brian Capitao
Adult senior diverse multi-ethnic Caucasian Hispanic Middle Eastern CEO executive team business people together in conference meeting room in contemporary modern office bright sunny daylight sunset dusk talking discussing planning organizing strategy well dressed suit and tie teamwork cooperation diversity multi-ethnic problems solutions unity cityscape downtown urban new beginnings breaking new ground dreamlike decisions choices the way forward diversity
Brokerage Report Card

Firms must invest broadly in financial planning resources

May 16, 2022 Brian Capitao
office technology investment