What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2012 issue of Investment Executive newspaper.
June 20, 2012
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2012 issue of Investment Executive newspaper.
June 20, 2012Advisors praise their firms' efforts in providing comprehensive product shelves
The high standing of Canadian banks among their global peers is helping advisors attract clients and retain business
Strong branding initiatives were praised significantly by advisors, as were certain marketing support strategies
Financial advisors who work at deposit-taking institutions are increasingly of two minds when it comes to the leadership of their firms
Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement
Financial advisors surveyed for the Report Card say they like the stability of their firms
How advisors rated their firms
Advisors experience some steep declines in their productivity
Firms in the survey still have some gaps to close
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,…