The average age of the financial advisors surveyed for Investment Executive's annual Report Card series has been rising over the course of this decade
Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go
Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations
Advisors are happier when their firms focus on informing advisors about what's important, including the firm's strategic focus, and provide the proper channels through which to communicate with leadership
More than 75% of advisors surveyed said their firms are prepared for the unique issues affecting this demographic
When dealing with couples, make sure both partners are equal participants