Advisors in Canada’s brokerage sector are reporting healthy growth and satisfaction with their dealers. But the news is not all good for every firm. From the May 2013 issue of Investment Executive newspaper.
May 3, 2013
Advisors in Canada’s brokerage sector are reporting healthy growth and satisfaction with their dealers. But the news is not all good for every firm. From the May 2013 issue of Investment Executive newspaper.
May 3, 2013Advisors were asked to rate their sales assistants for the first time in this year’s Brokerage Report Card
Some bank-owned investment dealers have followed in the footsteps of the top-performing firms by introducing specialized marketing support services that focus on providing customized strategies
Despite many changes taking place within the economy and in the investment industry itself, advisors are still dissatisfied with their firms' technology tools, as well as with the back office and administrative support
In past years, firms either were prohibiting their advisors from using social media or just beginning to explore its use. Now, most firms have policies in place and are offering training and other services
How advisors rated their firms
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,…