What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2012 issue of Investment Executive newspaper.
July 25, 2012
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2012 issue of Investment Executive newspaper.
July 25, 2012Advisors say MGAs perform better than dedicated sales agencies in sharing information and being receptive to advisor feedback
Advisors with dedicated sales agencies are not as happy as their independent counterparts
Insurance reps say there is greater pressure to sell in-house products, resulting in greater dissatisfaction
Insurance advisors who work with well-heeled clients are looking for all-encompassing support services and competitive product pricing
The past year has been a time of resurgence, as insurance reps saw their asset bases and client bases grow vs the previous year
How advisors rated their firms
Some dissatisfaction has entered the fray however, advisors say there's still much to be positive about
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,…