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2012 Advisors’ Report Card

How did financial advisors — and their opinions of their firms — fare in this past year? Read the ratings and candid comments from advisors across all channels. From the September 2012 issue of Investment Executive.

Research by:
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano

Research Editors:
Pablo Fuchs, Clare O’Hara and Olivia Li

August 24, 2012

Advisors are holding steady

The ongoing market turmoil has kept advisors running in place, as the headline industry metrics have largely held up. However, there are signs that plenty of hard work has gone into maintaining these figures

  • August 24, 2012 January 20, 2018
  • 11:00

Advisors, firms are evolving

Financial services firms and their reps are seeing a greater need for doing business on mobile devices as well as more demand for wealth-management support services

  • August 24, 2012 January 20, 2018
  • 11:00

ARC 2012: Editors discuss key findings

  • August 24, 2012 December 15, 2017
  • 11:00

Wealth management takes centre stage

The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for more sophisticated financial advice

  • August 24, 2012 January 20, 2018
  • 11:00

Three key differences in marketing

Advisors surveyed for this year's Report Card series say advertising and marketing support are important, but the strategies they would like to see their firms employ in these areas differ substantially

  • August 24, 2012 August 24, 2012
  • 11:00

Ahead of the curve

Obtaining professional designations will help advisors offer greater value-added services in the years ahead

  • August 24, 2012 January 20, 2018
  • 11:00

Firms have work to do on pay

Advisors are seeing their pay nudge higher than in past years, but there remains an overall sense of displeasure when it comes to their firms' practices in the compensation department

  • August 24, 2012 January 20, 2018
  • 11:00

Apprehension over social media

The financial services industry continues to be slow on the uptake

  • August 24, 2012 January 20, 2018
  • 11:00

Top performers show how it’s done

The firms that were rated highest by their advisors are each quite different in their business models and desired clientele

  • August 24, 2012 January 20, 2018
  • 11:00

Advisors ignoring their retirement

Financial advisors across all channels of the financial services industry are aging

  • August 24, 2012 January 20, 2018
  • 11:00