As the financial services sector goes through a period of profound change, advisors are in need of support from their firms to meet the increasing challenges of doing business and to build strong practices for the future.
October 12, 2017
As the financial services sector goes through a period of profound change, advisors are in need of support from their firms to meet the increasing challenges of doing business and to build strong practices for the future.
October 12, 2017Although productivity is becoming more critical, there are signs that the best-paid sales forces aren’t necessarily the most productive
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
As the financial services sector undergoes profound changes, advisors will need support from their firms to meet the increasing challenges and build strong practices
How advisors rated their firms
Overwhelming backing for “best interest” standard
How advisors feel about their firms' communications efforts has an impact beyond measure
Although there's little movement in the overall numbers, a closer look at advisors' metrics in the four distribution channels included in the Report Card series reveals the financial services sector is in flux
Brokerages are leading the way in encouraging advisors to drop the smallest clients from their books of business
Having a robust product offering from firms is very important to advisors
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,…