Advisors’ assets under management are up and firms are delivering on what matters most. But not all the results were rosy. Read what advisors are saying about their firms. From the May 2014 issue of Investment Executive newspaper.
May 5, 2014
Advisors’ assets under management are up and firms are delivering on what matters most. But not all the results were rosy. Read what advisors are saying about their firms. From the May 2014 issue of Investment Executive newspaper.
May 5, 2014Substantial growth in advisors' books of business in this year's Report Card has not translated into bigger paycheques. The percentage of advisors earning more than $500,000 annually has decreased notably over the past year
How advisors rated their firms
Advisors are demanding more from their firms regarding mobile technology - and firms are taking various approaches
Investment dealers and their advisors have embraced discretionary portfolio management en masse
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,…