What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2013 issue of Investment Executive newspaper.
July 26, 2013
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2013 issue of Investment Executive newspaper.
July 26, 2013Pablo Fuchs, senior editor at Investment Executive, and Clare O'Hara, staff writer, discuss key themes from the 2013 Insurance Advisors’ Report Card. Trends this year show a dip in satisfaction with marketing support — but dramatic improvements in several key areas, including social media and compensation. Fuchs and O’Hara spoke at the TMX Broadcast Centre in Toronto.
There are clear signs that insurance firms and their advisors are open to the business-building potential of this emerging technology
The way of the future has arrived. Advisors are demanding greater capability to process applications electronically
The insurance sector is readying itself for a new era of increased compliance
Advisors had concerns relating to staffing and little variety or customizability in marketing materials
Three firms saw notable increases in their ratings, and the satisfaction gap in the category was cut almost in half
WFG, PPI Advisory and IDC WIN received improved ratings in a variety of categories while Freedom 55's and Daystar's ratings tumbled
Advisors respond favourably to their firms' efforts in some key areas of importance
How advisors rated their firms
Top 20% of advisors have four times the AUM of rest of sector
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…