Financial advisors with Canada’s dealer firms have seen their books and assets swell. Why, then, do they say they are not reaping the benefits? From the June 2013 issue of Investment Executive newspaper.
June 2, 2013
Financial advisors with Canada’s dealer firms have seen their books and assets swell. Why, then, do they say they are not reaping the benefits? From the June 2013 issue of Investment Executive newspaper.
June 2, 2013Average AUM and productivity are sky-high this year, and it's the channel's top producers leading the way. Not only have their books of business and client rosters grown, but these advisors are diversifying their AUM beyond mutual funds
Advisors with Canada's top dealer firms are growing their businesses, but many advisors would like to see their firms step up their efforts and provide more services in the years ahead
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,…