Industry News

2012 Advisors’ Report Card

How did financial advisors — and their opinions of their firms — fare in this past year? Read the ratings and candid comments from advisors across all channels. From the September 2012 issue of Investment Executive.

Research by:
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano

Research Editors:
Pablo Fuchs, Clare O'Hara and Olivia Li


 

In this Special Feature

  • ARC 2012: Editors discuss key findings

    Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, discuss the results of the 2012 Advisors’ Report Card and why the industry is slowly starting to evolve. They outline the key finding’s of this year’s survey. They spoke at the TSX Broadcast Centre in Toronto.

    Industry News
  • Advisors, firms are evolving

    Financial services firms and their reps are seeing a greater need for doing business on mobile devices as well as more demand for wealth-management support services

    Advisors’ Report Card
  • Advisors are holding steady

    The ongoing market turmoil has kept advisors running in place, as the headline industry metrics have largely held up. However, there are signs that plenty of hard work has gone into maintaining these figures

    Advisors’ Report Card
  • Advisors ignoring their retirement

    Advisors’ Report Card
  • Top performers show how it’s done

    The firms that were rated highest by their advisors are each quite different in their business models and desired clientele

    Advisors’ Report Card
  • Apprehension over social media

    Advisors’ Report Card
  • Firms have work to do on pay

    Advisors are seeing their pay nudge higher than in past years, but there remains an overall sense of displeasure when it comes to their firms' practices in the compensation department

    Advisors’ Report Card
  • Ahead of the curve

    Obtaining professional designations will help advisors offer greater value-added services in the years ahead

    Advisors’ Report Card
  • Three key differences in marketing

    Advisors surveyed for this year's Report Card series say advertising and marketing support are important, but the strategies they would like to see their firms employ in these areas differ substantially

    Advisors’ Report Card
  • Wealth management takes centre stage

    The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for more sophisticated financial advice

    Advisors’ Report Card