Canada’s financial services sector is in the midst of adapting to significant changes, including the rise of robo-advisors and the growing regulatory complexities of working with an aging clientele. Thus, advisors surveyed for Investment Executive‘s 2016 Report Card series are thinking carefully about the support they need from their firms to meet these new realities.
August 26, 2016How advisors rated their firms
For the average advisor, AUM is up while client numbers were down, which points to rising productivity as measured by AUM/client household. And, on the bottom line, compensation for the average advisor rose
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…