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
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…