As Canada's brokerage business goes through a time of profound change — with volatile markets, new regulations, new competitors and firms' revised strategies and operations — investment advisors are looking for a little direction from their firms.
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of Brokerage Report Card 2016. This year investment advisors are looking for a little direction from their firms.
Assets under management have remained steady over the past year, ending a string of successive gains that advisors have enjoyed this decade, while productivity has increased slightly as advisors trim their client rosters
With strategic focus becoming more important for advisors, many are questioning their firm's efforts to attract and serve high net-worth clients while other advisors praise their firm's focus on expanding geographically
Advisors consider financial planning to be more important than ever, and more advisors are creating financial plans with their clients. However, challenges remain in getting clients on board with the process
As social media gains prominence as a marketing tool for advisors, access is more critical than ever. The firms that provide access to the online platform along with support are praised, while firms that restrict the use of social media are criticized
Brokerage Report Card
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