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
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.
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 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