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
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…