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
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…