After a tumltuous couple of years, dealer firms have seen their ratings climb out of the depths. Advisors’ books of business are growing in both size and productivity.
May 26, 2011
After a tumltuous couple of years, dealer firms have seen their ratings climb out of the depths. Advisors’ books of business are growing in both size and productivity.
May 26, 2011Advisors say they are happier with the support services offered by their firms; still, some advisors are not sure what services their firms offer, while others suggest there is plenty of work left to do to bring these services up to par
Advisors are most pleased with the firms that provide technology tools to do business on the go
Client account statements, back office and technology are the areas that leave advisors wanting most
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…