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Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training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
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…