In this Special Feature

• Climbing out of the depths

  Dissatisfaction reigned in last year’s Dealers’ Report Card, but the results for the 2011 survey reveal a sector and a financial advisory force that is regaining much lost ground (includes main chart...

  Special Feature  - May 26, 2011 at 14:10

• DRC 2011: Editor on top line results

  Pablo Fuchs, a senior editor at Investment Executive, discusses the results of the 2011 Dealers' Report Card including the growth of advisors' books of business, and improvements by DundeeWealth Inc....

  Industry News  - May 26, 2011 at 14:40

• Advisors enjoying hearty gains

  The asset base for advisors surveyed for this year’s Dealers’ Report Card is still growing impressively. Beyond that, advisors are also enjoying an even more robust jump in their productivity as well...

  Special Feature  - May 26, 2011 at 13:55

• Communication a priority

  The three firms that saw their ratings swing significantly year-over-year cite the importance of communication and visibility of their managers

  Special Feature  - May 26, 2011 at 13:50

• Payouts inch upward

  Although advisors are receiving greater pay, they say non-monetary recognition is equally important in a compensation package (includes chart)

  Special Feature  - May 26, 2011 at 13:45

• Firms emphasize training

  The dealer firms that provide the best ongoing training platforms, advisors say, are those that have put a significant effort into live sessions and conferences as well as webinars (includes chart)

  Special Feature  - May 26, 2011 at 13:40

• Firms handle tough amalgamations

  Advisors need the comfort of knowing they can run their businesses as usual

  Special Feature  - May 26, 2011 at 13:35

• Regional efforts please reps

  Advertising campaigns and marketing support that cater to specific regions receive advisors’ praise

  Special Feature  - May 26, 2011 at 13:30

• Stepping up support services

  Advisors say they are happier with the support services offered by their firms; still, some advisors are not sure what services their firms offer, while others suggest there is plenty of work left to...

  Special Feature  - May 26, 2011 at 13:25

• Mobile offerings are essential

  Advisors are most pleased with the firms that provide technology tools to do business on the go

  Special Feature  - May 26, 2011 at 11:53

• Firms need to meet expectations

  Client account statements, back office and technology are the areas that leave advisors wanting most

  Special Feature  - May 26, 2011 at 11:53

• Dundee head of retail on strong report card, iPads

  Richard McIntyre, executive vice president and head of retail at DundeeWealth Inc., describes the firm's performance in Investment Executive's 2011 Dealers' Report Card including support scores, plus...

  Company News  - May 26, 2011 at 14:35

• Assante president on top report card scores

  Steve Donald, president of Assante Wealth Management (Canada) Ltd., describes the firm's performance in the 2011 Dealers' Report Card including marketing, other support services, and technology woes....

  Company News  - May 26, 2011 at 14:30