Advisors report growth in their books and in their pay, but reeling markets may stand in the way of them reaching new heights in the coming year
August 26, 2011
Advisors report growth in their books and in their pay, but reeling markets may stand in the way of them reaching new heights in the coming year
August 26, 2011Advisors surveyed for this year’s Report Card series report growth in their books and in their pay, but reeling markets may stand in the way of their continued success
Mid-level managers should be very approachable and have a solid understanding of the business
Although advisors surveyed for this year’s Report Card series say they are earning more than they did in the past few years, there’s still significant room for improvement in their firms’ grids as well as in their rewards and recognition programs
Despite a sputtering economy and many challenges along the way, advisors in all channels are continuing to add assets under management, intensifying their focus on larger accounts and bolstering their reliance on fee-based compensation
Financial services firms are putting significant efforts into their diversity and inclusion strategies
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training
Consumer advertising and marketing support have a direct impact on a firm’s image with the public
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
Advisors are looking for the same marketing support, client communication material and business coaching from their mentors as they did during the height of the recession to help get their businesses back in order
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,…