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
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…