Roland Inacay

Dealers’ Report Card

Dealers make headway with technology training and support

September 13, 2024 Roland Inacay
technological developments
Brokerage Report Card

Gaps remain for client relationship resources

June 5, 2024 Roland Inacay
a woman looking at her computer
Advisors’ Report Card

Advisors unfazed by rocky conditions

October 16, 2023 Roland Inacay
Report Card on Banks

A welcome bump for the back office

September 18, 2023 Roland Inacay
sharing ideas
Dealers’ Report Card

Dealers need to improve communication

August 28, 2023 Roland Inacay
communication
Brokerage Report Card

Financial planning support must remain a priority

June 2, 2023 Roland Inacay
people working together
Advisors’ Report Card

Advisors still lagging in ESG adoption

October 11, 2022 Roland Inacay
Various symbols of ESG investment strategy
Insurance Advisors’ Report Card

To recommend or not to recommend?

September 19, 2022 Roland Inacay
Hand offering rounded pebbles
Report Card on Banks

Banks say they’re listening, but not all advisors agree

August 29, 2022 Roland Inacay
Concept of improving satisfaction
Brokerage Report Card

Back-office woes in a remote-working world

May 16, 2022 Roland Inacay
remote work