Financial advisors with Canada's dealer firms have seen their books and assets swell. Why, then, do they say they are not reaping the benefits? From the June 2013 issue of Investment Executive newspaper. Click here to download and view the main chart.
Steven Donald, president of Assante Wealth Management (Canada) Ltd., talks about the strategic changes that fueled Assante’s improvement in 32 out of 34 categories in the 2013 Dealers’ Report Card. He spoke with Clare O’Hara, staff reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, outline the key findings of the 2013 Dealers’ Report Card. They discuss the disparity between how advisors are performing in the post-recessionary world and how they feel about their firms. Fuchs and O’Hara spoke at the TMX Broadcast Centre in Toronto.
Average AUM and productivity are sky-high this year, and it's the channel's top producers leading the way. Not only have their books of business and client rosters grown, but these advisors are diversifying their AUM beyond mutual funds