What do advisors at Canada’s banks and credit unions think about their firms’ technology, compensatin and other issues?
June 23, 2011
What do advisors at Canada’s banks and credit unions think about their firms’ technology, compensatin and other issues?
June 23, 2011Ratings for deposit-taking institutions continue to improve, as do the metrics for advisors’ businesses (includes main chart and one other)
Those with deposit-taking firms are becoming more competitive with the traditional retail investment industry (includes chart)
Although advisors are seeing their take-home pay increase, their satisfaction with compensation is not keeping pace
The two credit unions in this Report Card have seen dramatic improvements in a variety of areas over the past year
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
As client and advisor dissatisfaction with account statements continues to mount, much praise emerges for clients’ online access
Banks and credit unions are putting serious efforts toward promoting diversity in the workplace
Credit unions’ community initiatives and the banks’ solid footing during the financial crisis led to advisor satisfaction (includes chart)
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,…