Advisors have successfully navigated the bump road created by the recession. Now, they’re gaining traction.
May 12, 2011
Advisors have successfully navigated the bump road created by the recession. Now, they’re gaining traction.
May 12, 2011The industry’s top performers are anything but this year, as average AUM and productivity among the top 20% of brokers is down year-over-year. However, the remaining 80% of brokers recorded a strong gain in average AUM and productivity (includes chart)
Many advisors surveyed for this year’s Brokerage Report Card say that they see much potential in using social media websites such as Facebook, Twitter and LinkedIn as prospecting tools, while others still prefer old-fashioned methods
Firms that offer marketing support that includes customized and creative strategies delivered by a group of experts are those that received the highest level of praise from their advisors
Although some firms provide standout service in products and support for high net-worth clients, the laggards are starting to catch up (includes chart)
A higher overall average rating in the “firm’s total compensation” category, as well as much higher scores for four firms, indicate that things are definitely getting better in the way advisors are paid (includes chart)
While advisors with Macquarie, Wood Gundy and ScotiaMcLeod are more pleased with their firms, Canaccord and Nesbitt require some work
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,…