Kate McCaffery

Insurance Advisors’ Report Card

Regular, timely payments keep advisors happy

August 3, 2004 Kate McCaffery
Dealers’ Report Card

Fund research finally starts to sizzle — includes chart

May 31, 2004 Kate McCaffery
Brokerage Report Card

Fixed-income investments fail to enthuse: includes chart

April 30, 2004 Kate McCaffery
Dealers’ Report Card

Take-home pay remains a sensitive issue — includes chart

May 30, 2003 Kate McCaffery
Brokerage Report Card

Advisors would switch for money: includes chart

April 28, 2003 Kate McCaffery
Insurance Advisors’ Report Card

Term life and seg funds most popular

July 29, 2002 Kate McCaffery
Report Card on Banks & CUs

Banks get the message on customer service

July 2, 2002 Kate McCaffery
Brokerage Report Card

What makes a broker happy?

April 27, 2002 Kate McCaffery
Report Card on Banks & CUs

Moving out of the dark ages

July 6, 2001 Kate McCaffery
Dealers’ Report Card

Systems chalk up higher marks

June 6, 2001 Kate McCaffery