What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the June 2012 issue of Investment Executive newspaper.
May 24, 2012
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the June 2012 issue of Investment Executive newspaper.
May 24, 2012Some dealers still have a lot of work to do when it comes to making their tech tools and advisor desktop accessible to advisors. Other firms, however, are starting to step up their game
The average advisor at the dealer firms is older, more experienced and less productive than last year. And, overall, it appears that advisors may be working a bit harder just to maintain their position within the financial services industry
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…