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)
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…