What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2013 issue of Investment Executive newspaper.
June 21, 2013
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2013 issue of Investment Executive newspaper.
June 21, 2013Banks and credit unions have place added emphasis on issues affecting minorities, women and people with disabilities
How advisors rated their firms
Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff
Advisors say there are various reasons why they feel their feedback is ignored. Will their firms step up and begin to listen?
Advisors still are concerned that certain key metrics are omitted from the calculation used to determine their pensions
Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction
Deposit-taking institutions need to do much better when it comes to advisors' compensation structures
There were lower ratings across the board - and for three banks, in particular.But there also were bright rays of light
Younger advisors are joining the business in greater numbers
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…