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
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…