Industry News
2012 Report Card on Banks & CUs
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2012 issue of Investment Executive newspaper. To review the 2011 Report Card, click here.
In this Special Feature
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Ratings rise, but there’s still work to do
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2012 Report Card on Banks & CUs main chart
How advisors rated their firms
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Feeling the pinch
Advisors experience some steep declines in their productivity
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Continued improvements please advisors
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Advisors are of two minds on their pay
Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement
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Divergent views on leadership
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Marketing efforts pay off for firms
Strong branding initiatives were praised significantly by advisors, as were certain marketing support strategies
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Banks seen as pillars of stability
The high standing of Canadian banks among their global peers is helping advisors attract clients and retain business
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Firms step up on products
Advisors praise their firms' efforts in providing comprehensive product shelves
Report Card on Banks & CUs